Integrations & Import Area: Communications Tab

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 this tab does not display.

Contents

Field	Description
EMAIL SERVER	Enter the host name or IP address of an SMTP-compliant email server.
PORT	Enter the SMTP port that the SMTP email server uses.
Use TLS	If you use an email provider, such as Microsoft Office 365, that uses Transport Layer Security (TLS) encryption, select this check box. When you select this check box, also enter the following on this tab: In the EMAIL SERVER field, enter the address of the SMTP server, such as smtp-mail.outlook.com if you use Office 365. In the PORT field, enter 25. In some cases, port 25 or 587 may be required. In the USERNAME and PASSWORD fields, enter a username and password if they are required by your email provider for sending emails via SMTP. For example, enter your Office 365 username and password if you use Office 365. If you use smtp.office365 or other SMTP vendors who require that an existing account must match the email address in the From field of emails from Deltek CRM, then you may need to create or rename an account/mailbox to match the default sender email address used in Deltek CRM.
USERNAME	If your SMTP server requires domain authentication, enter the username in this field. This is a domain username, not a Deltek CRM username.
PASSWORD	If your SMTP server requires domain authentication, enter the password associated with the domain username above. This is a domain password, not a Deltek CRM password.
DEFAULT SENDER EMAIL	Enter the default email address that you want to use when Deltek CRM sends email. Deltek CRM also uses this address if an employee sends an email message from within Deltek CRM and that employee does not have an associated email address.
Add DeltekAdmin_ prefix to the Default Sender Email Address	This option is selected by default. For email authentication, Deltek CRM automatically adds the prefix DeltekAdmin_ to the sender's email address. This allows the recipient to validate the authenticity of the sender. For example, if you enter [e-mail] in the DEFAULT SENDER EMAIL field, the Deltek CRM default sender email address is [e-mail]. Clear this option if you do not want to add the prefix to the default sender email address.
Use Default Sender Email for Reply To	Select this option if you want the default email address for replies to Deltek CRM email messages to be the same as the email address you entered in the DEFAULT SENDER EMAIL field. If you want the reply address to be different from the address you entered in the DEFAULT SENDER EMAIL field, do not select this check box. Instead, enter a different address in the DEFAULT REPLY TO EMAIL field.
DEFAULT REPLY TO EMAIL	If you do not select Use Default Sender Email for Reply To, enter the default email address for replies to Deltek CRM email messages.
Send Test Email	Click this link to send a test email message. In the Test Email dialog box, enter the address to which you want to send the message.