Email Preferences

Form ID: (SM204001)

You can use this form to view the system email accounts available in the system. On the form, you can also select the default system email account and the account that will be used for specific system support needs.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

You use this area to specify the system email account to be used by default for sending automatic emails. Also, you can temporarily suspend the processing of outgoing and incoming emails.

Element Description
Default Email Account The account to be used as the default system account for sending and receiving emails.
Email Tag Prefix The opening of the tag the system adds to an email header to help with tracking the email.
Email Tag Suffix The closing of the tag the system adds to an email header to help with tracking the email.
Archive Emails The option that defines which emails are to be archived. This option applies to particular system email accounts when the user manually initiates email processing by using the Email Accounts (SM204002) or Send and Receive Email (SM507010) form, and for scheduled email processing. The following options are available:
  • None: Archiving of emails depending on their age is disabled. However, you can archive one email at a time by using the Email Activity (CR306015) form.
  • Older than 3 months: Emails older than 3 months may be archived.
  • Older than 6 months: Emails older than 6 months may be archived.
  • Older than 9 months: Emails older than 9 months may be archived.
  • Older than 12 months: Emails older than 12 months may be archived.

For more information, see Email Archiving.
Automatic Resend Attempts The number of times that the scheduled processing is allowed to fail for an email before the email's status changes from Pending Processing to Failed. However, the system ignores this setting if a critical error occurs on the mail server or if you run the processing manually. By default, the number of automatic resend attempts is set to 0.
Suspend Email Processing A check box that you select to suspend the processing of outgoing and incoming emails on all system accounts. The system will process only emails related to the users' security in this case. You clear the check box to resume email processing.
Send User Emails Immediately

A check box that you select to make the system to send the emails at once for the default email account.

If the check box is selected, when a user clicks Send on the Email Activity (CR306015) form for an email, the system sends the email at once and assigns it the Processed status.

If the check box is cleared, the system adds the email to the sending queue and assigns the email the Pending Processing status.

Regardless of the state of the Send User Emails Immediately check box, the system always immediately sends the service emails for which corresponding notification templates were specified on the Email Preferences (SM204001) form.

The check box is available for selection if the Suspend Email Processing check box is cleared on the same form. If a user selects the Suspend Email Processing check box, the system clears the Send User Emails Immediately check box (if it was selected) and makes it unavailable for selection.

Email Processing Logging

The option that defines whether the system should log information about email processing. The following options are available:

  • Disabled: No logging is performed.
  • Enabled for Failed Emails (default): The system logs only information about errors that occur during the reception or processing of emails.
  • Enabled for All Emails: The system logs information about all successful and failed attempts to receive or process emails.

You can view all log entries by using the Email Processing Log (SM404100) form.
Keep Email Logs For The period of time (1 Day, 1 Week, 1 Month, or 3 Months) for which email processing logs should be stored in the system.
New User Welcome Email Template The notification (email) template to be used to send a welcome email to a new user.
Note: Any template that you want to use as a user welcome template must have four placeholders set up in the following order: ((Company)), ((Name)), ((Username)), and ((Password)). To see an example, on the Email Templates (SM204003) form, you can view the User Welcome Notification template, which is the default template to welcome new users to MYOB Acumatica.
Password Changed Email Template The notification (email) template to be used to send an email that will provide a user with the new password after it has been changed.
Login Recovery Email Template The notification (email) template to be used to send an email that will give a user a way to log in if the user forgot the username.
Password Recovery Email Template The notification (email) template to be used to send an email that will provide a way for a user to change the password if the user has forgotten the current password.
URL to Be Used in Notifications The URL of the MYOB Acumatica site that sends notifications.

Table

In this table, you can view the existing email accounts and basic information about them. To create new accounts, use the Email Accounts (SM204002) form, which the system brings up in a new window if you click Add New Row on the table toolbar.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Account Name The name of the email account.
Personal Account For The user to whom the email account belongs.
Active A check box that indicates (if selected) that the email account is active.
Email Address The email address of the account.
Username The user name you use for this email account.
Outgoing Mail Server The server to be used for outgoing mail from this account.
Incoming Mail Server The server to be used for incoming mail to this account.