Set Up Email Service for System-Generated Email
If you installed Deltek CRM on your own server, use the Communications tab in the Integrations & Imports area of Configuration to set up email service so that Deltek CRM can generate and send email such as processing error alerts and log-in assistance messages.
If you are accessing the hosted version of
Deltek CRM on Deltek Cloud servers, setting up email service is not necessary, and the Communications tab does not display.
To set up email service for
Deltek CRM, complete the following steps:
-
In the Configuration workspace, click
on the left edge of the
Deltek CRM page to go to the Integrations & Imports area.
- On the Communications tab, identify the email server and specify other email settings.
- To verify that the service is set up correctly, click Send Test Email.
- In the Test Email dialog box, enter the address to which you want to send the test message, and click Send.