Mail Server Configuration

To ensure that SAM can send automated email notifications seamlessly, you need to configure the outgoing mail server settings. This configuration is essential for enabling communication with your customers and team members directly through the system.

Required Mail Server Settings:

• SMTP Server Name: The address of your email provider’s outgoing mail server.
• Email From Address: The sender’s email address to be used for outgoing emails.
• Password: The password associated with the email account being configured.

You can typically find these details within your email provider’s account settings or through your device’s email configuration options.

Email Templates

SAM provides the ability to create and customise standardised email templates, ensuring consistent and professional communication across your business operations.

Modules Supporting Email Templates:

You can create tailored templates for the following modules:

• Jobs: Keep customers informed about job updates.
• Agreements: Share important agreement details.
• Assets: Notify stakeholders about asset-related actions.
• Invoicing: Send clear and professional invoices.
• Purchase Orders: Communicate purchase order details effectively.

How to Edit an Email Template:

1. Navigate to the desired module and select the corresponding email template.
2. Customise the email content as required to align with your business needs.
   • Important Note: Fields enclosed by the # character (e.g., #CustomerName# or #InvoiceNumber#) represent dynamic placeholders. These fields are automatically populated by the system and must not be modified. Changing them may disrupt the functionality of the template.

By carefully customising your templates, you can streamline communication and ensure a professional image for your business