- Basics
- Dashboard
- Projects
- Calendar
- Tasks
- Planner
- Contacts
- Quotes
- Orders
- Invoices
- Purchase orders
- Bills
- Budgets
- Marketing
- News Feed
- Files
- Media
- Reports
- Administration
- Integrations
-
Settings
- Video: Settings
- Search settings
- How to reset my password
- My settings and site settings
- SMTP set-up
- My calendar and tasks – General
- My calendar and tasks – My activity types
- Setting up the menu
- Company data and logo
- Sales and finance – General
- Accounting objects
- Client profiles
- Setting up late invoice reminders
- Units
- Tax rates
- Currencies
- Sales and finance – Discounts
- Sales and finance – Margin and markup
- Work and projects – Labor cost
- Work and projects – Calendar and tasks
- Work and projects – Activity types
- Work and projects – Durations
- Work and projects – Resources
- Work and projects – Holidays
- Products and services
- Product addons
- Warehouse
- Price lists
- Commission calculator
- Web-to-lead (web forms)
- Statuses
- Adding, modifying and deleting PDF templates
- Custom fields
- Custom fields in reports
- Mandatory and unique fields
- Additional company accounts
- Import/Export
- Help Center
- Knowledge base
- Settings
- SMTP set-up
SMTP set-up
To set up your user profile, go to Settings > My settings > E-mail or Settings > My settings > Profile and click on SMTP settings.
Make sure you fill in your contact information with your actual details, because it is displayed in the signature of your e-mails and on the PDF files. Unless you know for a fact, that all your clients have a really good sense of humor, we suggest you keep it serious (even though it's good to laugh a couple of times during the day!) in this part and don't make up a funny name for yourself.
Use your own SMTP server. This will help your emails not being labelled as spam by recipients. If you wish to see emails sent from your site in the outbox of your email program, use your email address in the BCC field and create a rule in your email program to send those emails directly to your outbox.
Google: Gmail SMTP