Email Settings

Use this page to configure email settings for your organization. For email campaigns, you must configure tracker URLs and specify the number of emails sent out in a batch.

In the Email Notification Options sub-panel, enter information for the following fields:

• From Name. Enter the name of the sender.
• From Address. Enter the sender's address.
• Notifications on? Select this option to send email notifications to users when a record is assigned to them.
• Send Notifications by default for new users? Select this option to send an email notification to new users when you create their record in the User Management page.
• Send Notifications from assigning user's email address? Select this option to send notifications from the email address of the user when responding to an assigned task.
• Mail Transfer Agent. From the drop-down list, select the Mail Transfer Agent for your outbound emails. You can select either Sendmail or SMTP.

In the User Email Defaults sub-panel, specify the following information:

• Compose email messages in this format. From the drop-down list, select either HTML format or Plain Text format.
• Compose email using this client. From the drop-down list, select either the SugarCRM mail client, which is the default, or an external mail client such as Microsoft Outlook.

In the Outbound Email Options sub-panel, specify the following information:

• Number of emails sent per batch. Enter the number of campaign emails you want to send out every batch.
• Location of the campaign tracking files. Select either Default or User Defined. If you select Default, the system uses the value specified for the site_url parameter in the config.php file. If you select User Defined, you will need to specify the value in the field below.