The features in this article require Studiometry 9.0 or newer.
This article will explain the features and options available in the Preferences Window > Emails section.
| Send Email With | The method that outgoing emails are sent. Selecting "Studiometry using SMTP" will enable the SMTP settings and send all email internally via Studiometry. Selecting any other option will use AppleScript or other methods to send emails and attachments through the selected email program. |
| SMTP Server | This field is only used if "Studiometry using SMTP" is selected. This is the address of your outgoing mail server. |
| SMTP Authentication | This field is only used if "Studiometry using SMTP" is selected. This will enable or disable SMTP authentication. Some servers require a user to log in before they will allow the sending of emails. Click the Settings button to enter your login and password. |
| Security | This field is only used if "Studiometry using SMTP" is selected. Some servers require SSL sockets for SMTP connections. Adjust this setting based on your server's requirements. |
| CC & BCC | All outgoing emails can have default CC and/or BCC addresses. Click the "Edit Default CC and BCC Addresses..." button to enter an email address that will automatically be added as a CC or BCC address to all outgoing emails. |
| Subject & Body | Use these buttons to edit the default content for the Subject and Body of emailed Invoices and Reports. You can use several variables in the window that appears to automatically fill in information related to the associated client, contact, invoice, or report. |
| Capture Outgoing Emails as Logs | If this is enabled, Studiometry will automatically create a log whenever an email is sent via Studiometry. Invoices, reports, or any other internal email will be captured and linked accordingly as logs. |
| Auto-Import Mail | Studiometry can automatically import email information from compatible email programs. More information on this is available here. |
| Link Using: Contact Email Address | Imported logs will automatically link to any contacts that have and email address identical to the email addresses associated with the incoming email. |
| Link Using: Client IDs | Studiometry will scan the incoming emails checking for Client ID numbers and automatically link the new log with any matching Clients. |
| Link Using: Project IDs | Studiometry will scan the incoming emails checking for Project ID numbers and automatically link the new log with any matching Projects. |
| Only Import If Successfully Linked | Emails will only be imported as logs if they have been successfully linked to a contact email, client ID, or project ID. Use this option to attempt to limit the number of incoming logs. |
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