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Setting up Email
Watch this video and follow the step-by-step instructions below to set up Stratus to send and receive email.
Go to Maintenance > Preferences > Company Preferences and open the Email tab.
Choose one of the following options:
Not Enabled - This should be the default setting when you first subscribe to Stratus. Once emailing has been enabled with one of the other options, you can check this option to disable it if necessary.
Gmail - To use a Gmail account, simply enter the Gmail address and password. Any emails sent from Stratus will be from this email address.
Other - Click Other to enter specific SMTP settings.
boxes are used to receive incoming emails in Stratus. You will need to set up at least one email box, although you may want to set up several and assign each one to a specific department or user. For example, you can create a "Sales" email box that would
receive all incoming email for the sales department.
Go to Maintenance > Communication > Email Boxes.
Click New on the ribbon to create a new email box.
Enter the following General Information regarding your email box. This information is provided by your email provider.
Description - This is what you want the email box to be called. Examples could be "Sales" or "Customer Service."
Assigned to Department - (Optional) Choose a department that incoming emails for this box should automatically be assigned to.
Assigned to User - (Optional) Choose a user that incoming emails will automatically be assigned to.
Choose the appropriate Connector and then enter the Connection Information provided by your email provider:
For Gmail, enter the following:
For POP, enter the following information from your ISP/email provider:
Click OK to save your email box.
It's a good idea to test your settings before you begin to rely on Stratus for your email communication.
From any hub, click Message in the New group of the ribbon and then click Email.
Enter your test email address in the To field.
Type in a subject to prevent the email from getting caught in your Spam folder.
You should receive an email at the address you entered.
In Stratus, go to the Messages hub and click Sent Items on the ribbon to see the email. See also: Messages Hub
Reply to the test email you received above.
In Stratus, go to the Messages hub and click Inbox on the ribbon to see your incoming email. See also: Messages Hub
To further organize and track your email, you may also want to use: