Email Groups

Overview

Email Groups configure how the system sends emails - SMTP settings, templates, and sender details.

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Setting Up SMTP

1. Navigate to Settings > Email Groups
2. Click Add Email Group
3. Enter SMTP details:
   • Server address
   • Port
   • Username/password
   • From address

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Testing

After setup:

1. Click Test
2. Enter test email address
3. Verify email received

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Multiple Groups

Create different groups for:

• Contracts and quotes
• Invoices
• Marketing
• Internal notifications