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Setup EMails: Difference between revisions
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=E-Mails setup parameters= | =E-Mails setup parameters= | ||
[[File:Emails Setup EN.png|alt=Emails Setup|thumb|Emails Setup]] | |||
This is explanation of all setup parameters: | This is explanation of all setup parameters: | ||
==Disable globally all emails sendings (test mode or demo)== | ==Disable globally all emails sendings (test mode or demo)== | ||
Set this to No. If you set to yes (for a demo system for example), no more mail will be sent. | Set this to No. If you set to yes (for a demo system for example), no more mail will be sent. | ||
==Send all emails to (instead of real recipients, for test purposes)== | |||
Enter an email address. All the outgoing emails will be sent to that address. For test purpose. | |||
==Suggest emails of employees== | |||
Suggest emails of employees (if defined) into the list of predefined recipient when writing a new email | |||
==Method to send emails== | ==Method to send emails== | ||
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*The default method is '''PHP mail function'''. This means that Dolibarr use your PHP to send emails. This suppose your PHP setup is complete. If you don't know how to setup PHP for email sending, prefer next method. | *The default method is '''PHP mail function'''. This means that Dolibarr use your PHP to send emails. This suppose your PHP setup is complete. If you don't know how to setup PHP for email sending, prefer next method. | ||
*If your email sending server needs authentication, or if you don't have permission or knowledge to setup your PHP, choose the second method: '''SMTP/SMTPS socket library''' (or '''Swift Mailer socket library''' if you fails to make the previous one working with your email provider). | *If your email sending server needs authentication, or if you don't have permission or knowledge to setup your PHP, choose the second method: '''SMTP/SMTPS socket library''' (or '''Swift Mailer socket library''' if you fails to make the previous one working with your email provider). | ||
[[File:Warning.png]] WARNING | [[File:Warning.png]] WARNING | ||
Some email provider (like Yahoo) does not allow you to send an email from another server than the Yahoo server if the email address used as a sender is | Some email provider (like Yahoo) does not allow you to send an email from another server than the Yahoo server if the email address used as a sender is a Yahoo email (for example myemail@yahoo.com, myemail@yahoo.fr, ...). If you sue the PHPmail method, it means you will use the server of your application to send emails, so some recipients (the one compatible with DMARC protocol), will ask Yahoo if they can accept your email and Yahoo will respond "no" because the server is not a Yahoo server, and some of your Emails may not be received.<br> | ||
a Yahoo email (for example myemail@yahoo.com, myemail@yahoo.fr, ...). If you sue the PHPmail method, it means you will use the server of your application to send emails, so some recipients (the one compatible with DMARC protocol), will ask Yahoo if they can accept your email and Yahoo will respond "no" because the server is not a Yahoo server, and some of your Emails may not be received.<br> | |||
If like Yahoo, your Email provider has this restriction, you must set this setup to choose the other method "SMTP/SMTPS socket library" and enter here the SMTP server and credentials provided | If like Yahoo, your Email provider has this restriction, you must set this setup to choose the other method "SMTP/SMTPS socket library" and enter here the SMTP server and credentials provided | ||
by your Email provider. | by your Email provider. | ||
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==EMail used as sender for automatic emails== | ==EMail used as sender for automatic emails== | ||
Set here the eMail that will be used by Dolibarr as emails sender, if sender is not explicitly defined. | Set here the eMail that will be used by Dolibarr as emails sender, if sender is not explicitly defined. | ||
==Default sender email for manual sending== | |||
You can use User email or Company email | |||
==Email used for error returns emails== | |||
Set an error returns email address (fields 'Errors-To' in emails sent). All the emails that has not been properly received, will be sent back to this address | |||
==Copy (Bcc) all sent emails to== | |||
If you want to have all the Dolibarr outgoing email sent in copy to a general mail address | |||
==Examples for common Mail server setup== | ==Examples for common Mail server setup== | ||
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==SPAM troubles== | ==SPAM troubles== | ||
If your email is set as SPAM by your EMail reader, you can test to send en email to this service to get more information why your email is set as SPAM: https://www.mail-tester.com/ | If your email is set as SPAM by your EMail reader, you can test to send en email to this service to get more information why your email is set as SPAM: https://www.mail-tester.com/ | ||
=Outgoing email setup (for module EMailing)= | |||
This tab allows you to change the email setting of the EMAiling module. By default, it uses the same settings defined in the previous table. | |||
=Email templates= | |||
[[File:Email Template Setup EN.png|alt=Email Template Setup |thumb|Email Template Setup ]] | |||
This tab allows you to create email template that will be proposed on specific modules or globally. | |||
You can either create new template or modify existing templates. | |||
==Create an email template== | |||
To create an email template, you have several fields to fill : | |||
* Code of the template : Code is free to define | |||
* Language : Language of the template | |||
* Type of template : Email template can be dedicated to modules or visible globally | |||
* Owner of the template | |||
* Private : If set to private, only the owner will see the template | |||
* Position : Position of the template on the list (1 being the top position) | |||
* Subject of the email : [[Variable substitution system]] can be used | |||
* Attach file : If the email is sent from a screen where a document is available, the document will be immediately added to mail if you enter "1". | |||
* Content of the email : [[Variable substitution system]] can be used | |||
=Emails sender profiles= | |||
=Emails Tracking= | =Emails Tracking= | ||
Like most modern ERP and email clients, all emails sent by Dolibarr contains a header line "Reference" with a tracking information to know from which source element the email were sent. This tracking informations will also be present into the emails answer, but only if the reader sent the answer using the "Answer to" feature of its email reader and not by creating a new email from scratch of course. | Like most modern ERP and email clients, all emails sent by Dolibarr contains a header line "Reference" with a tracking information to know from which source element the email were sent. This tracking informations will also be present into the emails answer, but only if the reader sent the answer using the "Answer to" feature of its email reader and not by creating a new email from scratch of course. | ||
This tracking id can be used by the "Email collector" module that scan your mailbox and can automatically store the answer as en event in your Dolibarr, at the good place (same customer and same quotation for example). | This tracking id can be used by the "Email collector" module that scan your mailbox and can automatically store the answer as en event in your Dolibarr, at the good place (same customer and same quotation for example). | ||