Email Server Setup

Create an Email Account

1. Access Email Account Settings
   • Go to Tools > Email Account
   • Click Add Email Account
2. Configure SMTP Server
   • Email Address: Enter your sending email address (e.g., [email protected])
   • SMTP Server: Enter your SMTP server address
     • Example: mail.smtp2go.com
     • Other popular options: smtp.gmail.com, smtp.sendgrid.net, smtp.mailgun.org
   • Use TLS: Enable (recommended for security)
   • Port: Usually 587 for TLS or 465 for SSL
   • Login ID: Your email account username
   • Password: Your email account password or app-specific password
3. Outgoing Only Configuration
   • Check “Enable Outgoing”
   • Leave “Enable Incoming” unchecked if you only need to send emails
   • Set as “Default Outgoing” if this should be your primary sending account
4. Test Configuration
   • Save the email account
   • Click “Send Test Email” to verify the setup works correctly

Remove “Powered by” Footer

1. Access System Settings
   • Navigate to Setup > System Settings
   • Scroll to the Email section
2. Clear Email Footer
   • Find the “Email Footer Address” field
   • Clear any text that says “Sent via YoctoERP” or “Powered by YoctoERP”
   • Optionally, add your own custom footer with company information
   • Save the settings

Email Best Practices

• Domain Authentication: Configure SPF and DKIM records for your domain to improve deliverability
• Rate Limits: Be aware of your SMTP provider’s sending limits to avoid service interruptions
• Reply-To Address: Set up a monitored reply-to address for customer responses
• Email Templates: Customize email templates in Setup > Email > Email Template for consistent branding