Everywhere that sends an email through API or Windows Agvance will require the Mail Host and Address information be fully populated at Hub / Setup / Company Preferences. The Email Address on the User setup will only be used as a Reply To address. The From will ALWAYS be the email set up in Company Preferences. For those using Send Grid to send CRM emails (using CRM only), it can be set up to use agvancecrm@agvance.net as the From address. If this is not filled out, there is NO emailing inside the application.
Note: To send any of the below options, the Mail Host and Port always need set up for the items below and the User must be set up to send these. Only the full Mail Host information at Hub / Setup / Company Preferences needs populated. Some will still require a User's email for the Reply To:
- Agvance Reports (using Send Email when previewing)
- AP PO Approver Emails
- Windows Dispatch (completed job emails)
- Purchase Orders (emailing to Vendors)
- AP ACH (email notifications to Vendors)
- Emails generated from AgvAgent for PDF output
- Emails to Energy Drivers from Energy Work Order or Call-In option
- Emails from Mobile Sales through the API
