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Email Options

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Choose your email settings for Procare. Email may be sent directly through Microsoft Outlook, or by using another email program that supports SMTP protocol. Procare itself is not an email program (known as an "email client") it simply communicates with your third party email program. You may need to contact your email provider for information on how to send SMTP email.

Set Email Options for Each Location

  1. You must log on to Procare as a member of the System Supervisor User Group.
  2. From the Procare Home screen go to Configuration > System > Locations & Users > dbl-click Regions & Schools.
  3. Click the plus sign (+) next to the Region Code to see the schools in that region.
  4. Dbl-click the School, or click once to select it then click the Set Options button.
  5. On the left choose the category General and scroll down until you see Email Options.
    1. Enter the email address for this location.
    2. email-options.png

    3. If you are using Outlook select True for "Use Outlook for email" then skip to the next step.
    4. Requirement: You must use Outlook 2003 or later.

    5. If you are using another email program that supports SMTP protocol select True for "Use SMTP Server for email" then click the plus sign (+) next to "SMTP Settings" and enter the Server Address (or Name) as well as the User Name and Password.
    6. If your SMTP mail server requires a secure connection set "Enable SSL Security" to True.
    7. Important! Contact your email provider to see if they support SMTP protocol or your local computer technician if you are hosting your own mail server.

  6. Click Save (lower right) then click the Email Test button (bottom center) and send a test email to yourself to confirm that the settings work as expected.
  7. btn-email-test.png

  8. Once your email test is successful click Exit to return to the Regions and Schools screen. If you have more than one location repeat these steps as needed to set email options for each of them.

SMTP Settings for Gmail, Yahoo, etc.

Some third party email providers such as Google's gmail, Yahoo, Hotmail, AOL and MSN may allow you to send SMTP email through their mail servers using your account credentials (username and password). Although Procare cannot support third party email you may find it helpful to review the following settings for such vendors.

  Gmail Yahoo (see note) Verizon
Server Address:    smtp.gmail.com  smtp.mail.yahoo.com  outgoing.verizon.net
Port:   587  587  587
User Name:   username@gmail.com  username  username@verizon.net
Password:   your password  your password  your password
Enable SSL Security:   True  False  False

Yahoo Note: In our experience free Yahoo accounts do not support SMTP. You'll need a Yahoo Business Email Account or choose another service like Gmail.
Email Settings: Additional Information


Article ID: KB0201 Created On: 8/24/2009 10:43:24 AM
 

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