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Setting up Default Email Preferences

Last post 11-22-2011 1:10 PM by Method_Michael. 6 replies.
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  • 09-08-2008 4:59 PM

    Setting up Default Email Preferences

    For those of you out there trying to get Method to send out emails, just remember you have to setup the “Default Email Preferences” first. Don`t worry this is a simple one-time process.

    Let`s get to it! Follow the simple steps below and you`ll be on your way in no-time. 

    1. In Method, click Customize.

    2. Click the My Account tab link.

      Under the Default Email Preferences you’re going to need to enter some authentication details giving Method the right permission to start sending emails.  We do this once so it won’t ask every time. Kind of the same way Outlook does things.

    3. In the Email Server address field enter the email server address. 
               Typically: replace “www.” with “mail.” from your domain
                              E.g. mail.yourdomain.com

    4. In the Email User Name field enter the email user name you require to sign in with. 
               Typically: the part of your email before the domain (before the @)
                              In some cases it could be the full email

    5. In the Email Password you simply enter the password for this email.

    6. Click Save Settings.

      If you’re unsure about any of these details contact your Internet service provider (ISP) directly to obtain them. Changes might occur if you change your ISP password, or the name of your mail server (e.g. mail.example_company.com).

    That’s it! Once the settings have been saved you know how the saying goes “Set it and forget it”. Method now knows it has your permission to send emails from this account.

    Hope this helps!

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
  • 06-09-2009 3:22 PM In reply to

    Re: Setting up Default Email Preferences

    So I just did a Google search to check the latest share price on…you guessed it, Google. It seems the company is holding up well while our users continually ask ‘How do we use Gmail with Method?’

    The answer you’ve all been waiting for is here. Use the settings below and refer to the post above if needed. It’s as simple as using the proper Server address and then your individual gmail address and password.

    Email Server address: smtp.gmail.com
    Email User name: yourgoogleaddress@gmail.com
    Email Password: yourpasswordhere

    Hope that helps,

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
  • 04-12-2010 6:07 PM In reply to

    Re: Setting up Default Email Preferences

    Greetings - tried the instructions you gave, but when i try to send an email (Activity within Opportunity) i get the following error message.

    Error^Action Sequence:32. Error with user authentication;Server says: 504 5.3.3 AUTH mechanism LOGIN not available

     

    Any assistance is greatly appreciated!!

    Cheers, Kevin

     

     

  • 04-14-2010 9:30 AM In reply to

    Re: Setting up Default Email Preferences

    Answer

     To see a response to Kevin's post above, kindly refer to the following thread: http://www.methodintegration.com/cs/forums/p/703/2350.aspx#2350

  • 11-22-2011 12:49 PM In reply to

    • debwiddi
    • Top 500 Contributor
    • Joined on 08-29-2011
    • Ogden, UT
    • Posts 15

    Re: Setting up Default Email Preferences

    I have done this several times but when I choose send test emai/save nothing happens

  • 11-22-2011 12:58 PM In reply to

    • debwiddi
    • Top 500 Contributor
    • Joined on 08-29-2011
    • Ogden, UT
    • Posts 15

    Re: Setting up Default Email Preferences

    I just received this error 

     

    Error with connecting server;current server: mail.sqwindows.com;connect failed, error: 0x0000274c

  • 11-22-2011 1:10 PM In reply to

    Re: Setting up Default Email Preferences

    debwiddi-

    This forum post HERE may help you address this issue. The user who created the forum post I have linked had the same issue you did and was able to resolve it.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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