Setting up Resco Cloud's organization email is only needed when ReportEmailMode Report Setting is set to Signature Contact Management and you want to have the Inspection Reports sent automatically.
After setting up the organization email, you will need to create a Resco process for each Inspection template that you want to send an automatic email. For more information about creating a process, see Resco's Wiki: https://docs.resco.net/wiki/Process. Please contact Key2Act Support for help with setting up the process(es).
To set up Resco Cloud's organization email:
- In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard.
- Enter the Email and Password and select Log in.
- In the left navigation, select Admin Console.
- In the left navigation, select Organization.
- To the right of Email, select Enable.
- Select Configure Organization Email Integration.
- Select the Outgoing Email Mode that is used in the Report Settings in MT Admin. (For example, SMTP.)
- Complete the following SMTP fields:
- Host: Name or IP address of the mail server.
- Port: Port number of the server, for example, 25, 587, or 465.
- Username, Password: Mail server credentials (not Resco Cloud).
- Require SSL: Enable if your server requires a secure connection.
- Allow sending emails ‘on behalf of’: Enable to allow sending emails on behalf of another person (the SMTP user must have the appropriate permission)
- From: Enter the sender of the outgoing email. The default value is equal to the Username. If the Username is not a valid email address, specify a suitable sender.
- Select Send Test Email from the ribbon bar to verify the outgoing email is set up correctly.
- Select Save & Close.