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Email Set Up (SMTP)

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Warnings
This video is a little older, and you will notice that our home page looks quite different.  However, all information remains accurate.
If you are using Gmail please also follow these steps Gmail Troubleshooting


This article covers email setup in CenPoint, and is broken into the following sections.
1. Define your email server
2. Enter your email address and password
3. Test your email

1. Define your email server on Desktop

1a. Go to File > Company Branch Information


1b. Highlight your branch and click 'Modify'  


1c. Go to the 'Misc' tab.  We will be looking at the 'Email SMTP Settings' section seen below.


1d. You will need to fill out the Server name, port, and security protocol, that your email provider use's.

i. These settings are determined by your email provider.  We store some of the most popular email settings under the ellipsis button "..."


ii. If you do not see your email provider under the ellipsis, you can often find these settings with a quick google search.  In the example below I will look for hotmail's email server settings.

iii. Take the settings you found online, and enter them into CenPoint


vi. Finding the Server settings can be a little tricky so, give us a call if you need help.  


2. Enter your email address and password

2a.  Click the hamburger menu on the top right of CenPoint


2b. Go to User Preferences


2c. Scroll down to just about halfway. There will be a section for email


Enter your Email address (example@cenpoint.com)

Enter your Email Login/Acct (example@cenpoint.com)

Enter your Email Password (**********) Twice. Just to make sure they are the same. :)


3. Test your email

3a. Click the "Sent Test Email" button. It will send an email to yourself.

Go ahead and click the Send Test Email button next to the drop down. If it goes through fine, you did it!

If you are unable to send an email, please reach out to us at 801-478-6822 option 4 or support@cenpoint.com. We are more than happy to assist!