Watch this video and follow the step-by-step instructions below to set up Stratus to send and receive email.

Setting up Outgoing Email

1. Go to Maintenance > Preferences > Company Preferences and open the Email tab.
   
   

2. 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.

3. Click OK to save your email preferences.

Setting up Incoming Email

Email 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.

1. Go to Maintenance > Communication > Email Boxes.

   

2. Click New on the ribbon to create a new email box.

   

3. 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.

4. Choose the appropriate Connector and then enter the Connection Information provided by your email provider:

   • For Gmail, enter the following:

     • Gmail Address

     • User Name

     • Gmail Password

   • For POP, enter the following information from your ISP/email provider:

     • Mail Server

     • Email Address

     • User Name

     • Password

     • Port Number

5. Click OK to save your email box.

Testing your Email Setup

It's a good idea to test your settings before you begin to rely on Stratus for your email communication.

Test Outgoing Email

1. From any hub, click Message in the New group of the ribbon and then click Email.
   
   

2. Enter your test email address in the To field.

3. Type in a subject to prevent the email from getting caught in your Spam folder.

4. Click Send.

5. You should receive an email at the address you entered.

6. In Stratus, go to the Messages hub and click Sent Items on the ribbon to see the email. See also: Messages Hub

Test Incoming Email

1. Reply to the test email you received above.

2. In Stratus, go to the Messages hub and click Inbox on the ribbon to see your incoming email. See also: Messages Hub
   

Optional Setup

To further organize and track your email, you may also want to use:

• Email Types - Set up your own email types to organize your emails (i.e., "Sales," "Customer Service," "Production," etc.).
• Email Statuses - Use email statuses to track the status of individual emails (i.e., "Needs Response," "Waiting on Customer," "Complete," etc.).