====== Liberty Email Manager Overview ====== The **Liberty Email Manager** allows you to view all recent emails that have been sent out from **Liberty**. It will also show you their status, if they are still pending vs have they actually been sent out to your email provider’s **SMTP** (Simple Mail Transfer Protocol) server for delivery. Note: **Liberty** must be set up to use your email provider’s **SMTP** server settings before you can send out any email from **Liberty**. You can contact Resaleworld support at 1-800-785-4800 for assistance with this, if you are on a support plan. ===== Opening The Liberty Email Manager ===== - Open the **Liberty REACT Inventory Module**. - Click on **Activities > Accounts > Email Manager** \\ {{libertyreact:lib:newitem5220.png|NewItem5220.png}} ===== Setting Up The Liberty Email Manager ===== - There are additional settings you set for the **Liberty Email Manager** - You can access these settings by clicking on **Setup** and then **Options**. \\ {{libertyreact:lib:newitem5219.png|NewItem5219.png}} - You will then be prompted to sign in. By default, you will need an administrator account in order to access these settings. {{libertyreact:lib:newitem5218.png|NewItem5218.png}} ===== Basic Menu ===== {{libertyreact:lib:newitem5217.png|NewItem5217.png}} * Make sure you are in the **Basic** menu option. * In the **SMTP Server** field, enter the full-qualified name of your **SMTP** server (e.g. smtp.resaleword.com) or its IP Address. For assistance with this field, contact your Internet Service Provider or network administrator. * In the **Port** field specify the port number through which **Liberty** will send emails to the **SMTP Server**. * **Use SSL** should usually be enabled unless otherwise specified by your email provider. * Check the **My Server Requires me to Login** checkbox if **SMTP** server requires using username and password. If it does: - Enter the user name used to login to your **SMTP** server in the **User Name** field. - Enter the password in the **Password** field. * The **Test** button is used to make sure that your settings are accepted by your **SMTP** email provider. * In the **Reply to Address** enter the email address you want replies sent to. * Typing another email address in the **BCC All Emails To** field will Blind Carbon Copy that email address a copy of every email sent. * When done select **OK**. === Reminder: For information about the SMTP server settings (including port, username and password), contact your ISP or network administrator: do not contact Resaleworld for this information (we do not have it). === ===== Advanced Menu ===== {{libertyreact:lib:newitem5216.png|NewItem5216.png}} * Make sure you are on the **Advanced** menu * **Max Emails Per 24 Hours**: This indicates how many emails can be sent out within a 24 hour period. Email providers may have a limit on how many emails you can send out per day. * **Max Emails per Hours**: This indicates how many emails can be sent out within an hour period. Email providers may have a limit on how many emails you can send out per hour. * **Limit Applies to Word Processor Letters only**: This option specifies whether you want the above limits to only apply to **Word Processor Emails** or not. * **Days To Keep Sent Emails**: This specifies how many days sent emails will be kept to be viewed or interacted with by the **Liberty Email Manager**. * **Days To Keep Unsent Emails**: This specifies how many days unsent emails will be kept to be viewed or interacted with by the **Liberty Email Manager**. * **Emails Per Connection**: This specifies how many emails can be sent out per authenticated connection. Some email providers have a limit on how many emails you can send out per connection, this is set to 10 by default. * Click the **OK** button when finished. ===== Liberty Email Manager Controls ===== Once opened, you can see the status of all emails that were sent out of **Liberty**. ==== Bulk Actions ==== The **Bulk Actions** menu option allows you to apply actions to all listed / logged emails on screen. {{libertyreact:lib:newitem5215.png|NewItem5215.png}} - **Hold All**: If the listed emails are not showing a **Status** of **Sent**, this will prevent them from being sent out to your email provider for delivery. - **Unhold All**: Any listed emails that were previously held, will now be upheld allowing them to be sent out to your email provider for delivery. - **Resend All**: Any listed emails shown on screen will be resent to your email provider for delivery. - **Delete All**: Deletes all listed emails shown on screen. ==== Email Controls ==== These buttons control what happens to the selected logged email. {{libertyreact:lib:newitem5214.png|NewItem5214.png}} * **View**: After selecting an email, click the **View** button to view more information about the email. * Here you can view additional information about the individual email you selected along with the description of the email. \\ {{libertyreact:lib:newitem5213.png|NewItem5213.png}} * You can also click the button underneath the **Attachments** area. \\ {{libertyreact:lib:newitem5212.png|NewItem5212.png}} * This will allow you to view the **PDF** in your web browser or pdf viewer \\ {{libertyreact:lib:newitem5211.png|NewItem5211.png}} * **Resend**: Will resend the selected email shown on screen to your email provider for delivery. * **Hold / Unhold**: Will hold or unhold the selected email if it has not been sent yet. * **Delete**: Deletes the selected email from your view. * **Pause**: Will pause the **Liberty Email Manager** from taking any actions until the **Paused until** time is reached \\ {{libertyreact:lib:newitem5210.png|NewItem5210.png}} * **Refresh**: Allows you to refresh the list of emails or specify how often to refresh the list of emails. \\ {{libertyreact:lib:newitem5209.png|NewItem5209.png}} ==== Filter Options ==== These options indicate how you wish to filter the logged emails shown on-screen. {{libertyreact:lib:newitem5208.png|NewItem5208.png}} * **To/Subject Filter**: Allows you to filter based on what is typed into the **To** or **Subject** fields of the email. \\ {{libertyreact:lib:newitem5207.png|NewItem5207.png}} * **Status Filter**: Allows you to specify if you would like to filter by the status of the emails. Checkmarking **Pending, Sending, Sent, Skipped** or **Hold** will show only the emails with the selected status. \\ {{libertyreact:lib:newitem5206.png|NewItem5206.png}} * **Word Processor Dropdown**: Specifies if you want to show all emails, show only word processor emails or hide the word processor emails. \\ {{libertyreact:lib:newitem5205.png|NewItem5205.png}} ==== Next Article In Section ==== Click the following link to move to the next article in this section: \\ [[:newtopic42:openingemailmanager|Opening The Liberty Email Manager]] ==== Related Topics ==== [[newtopic42:libemailmanagerov]] [[newtopic42:openingemailmanager]] [[newtopic42:settingupemailman]] [[newtopic42:emailmanagercontrols]] [[:accessing_liberty_help]] [[accountmanagement1:addnotesacct]] [[accountmanagement1:addressphonenumber]] [[accountmanagement1:applygroupdeduct]] [[accountmanagement1:bulkchangepc]] [[accountmanagement1:clientimportexport1]]