Do you have an office email address you would like to use for CLIP?
Click the system menu, and then click "company settings." If you have a menu that says "email settings", you may be on an older update of the software.
Click here (https://app.intercom.io/a/apps/um1ikb9l/educate/articles/405584/show) to see if you are up to date with the latest official update to XE! This article will describe the different options CLIP offers for emailing.
From the screenshot above, we are only going to focus on the settings under the "Use Email Program" section.
Default - This setting is for Microsoft Outlook users that have the program installed with the Microsoft Office suite. For most CLIP users that utilize Microsoft Office, you will want to use this option.
Outlook - This setting is used for Microsoft Outlook users that use the standalone Microsoft Outlook program that is installed in your system separately from the Microsoft Office Suite.
Microsoft Exchange - This setting is used for Microsoft Exchange users only.
Other Email option - This setting is used for companies that do not use a Microsoft program for email purposes.
Options display Gmail, Outlook/Hotmail, Yahoo, Comcast, Verizon, and Other Email options for companies who do not use Microsoft Outlook with CLIP. For each option, we will need to know the email information for the email account such as the username, password, server name (outgoing), Uses SSL, and Port. The server name and Port has been provided for all other email options except the other email option. CLIP cannot provide this information, this information will need to be gathered from your email provider.
After setting up your email program in CLIP, you can start emailing from various sections of CLIP. For example, you can email from the customer screen, route sheets, CMS activity, email office documents, etc.
If the purpose of setting up email in CLIP is for emailing bills then please see the article/tutorial by clicking the button below.