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If you have permission, you can configure Simple Mail Transfer Protocol (SMTP) settings

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to enable Phocas to send emails, thus allowing users to

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Export to Email

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and export to email.

Click the Phocas menu button > Administration > Configuration, then click the SMTP button in the top right corner.

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Configure the SMTP

Some SMTP servers (such as Gmail and Hotmail) do not allow you to change the

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From

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Name setting to anything other than your account and any address you enter will be overwritten before the servers relay the email. This is to prevent spamming/spoofing.

  • If the

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  • From Name

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  • is not set, it will default to

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  • Phocas (No Reply)

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  • .

  • If the

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  • From Address

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  • is not set, and the username contains an @, Phocas will set the reply address to

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  • no_reply

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  • and the domain abstracted from the username (everything before the @).

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Test the SMTP configuration

Click the Test button in the bottom left corner of the SMTP window to test the current SMTP configuration. You can enter a test email address, to which a test email will be sent. A notification will show a pass or fail message. Errors are logged if troubleshooting is required.

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Access SMTP settings at the top right of the configuration screen.

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