Setting Up SMTP Server In CRM live

Since our Move to a hosted solution for CRM Liv,; Port 25 will not work; please use a different port.

There is also a requirement that your SMTP server will need login credentials.

1. Select Administration.
   

   

   
   
2. Select Administrator.

   

   
   
3. Select Email Server settings.

   

   
   
4. Select Modify Options.

   

   
   
5. Click Override the hosted email server settings.

   

   
   
6. Next; fill out the required information pertaining to the SMTP server you wish to configure and select Save to complete.

   

   
   

Test SMTP Connection

This section of the Email Server Settings lets you test your connection to your specified SMTP server. Using the values from the Account Name and Password fields, it will attempt to connect to your SMTP server using those credentials.

1. In the From field, enter the sender email address.  
2. In the To field, enter the recipient email address.
3. Remove and re-enter the password in the Password field.
4. Click Run Test.

Do not skip Step 3! It must be followed before Step 4! If you wish to re-test your connection, you must perform Step 3 every time.

The purpose of Test SMTP Connection is simply to determine whether the STMP credentials you entered continue to connect to your SMTP server. 

There are certain SMTP servers that may require you to register your source IP address. This is to prevent spoofing or unauthorized use of the SMTP server. The Test SMTP Connection uses the workstation's own IP address as its source when testing your connection. This IP address is different and separate from Maximizer's own Email Service. 

For this reason, it is possible for the SMTP connection test to fail, yet Maximizer can still successfully send emails via the SMTP server.

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