Wednesday, May 21, 2008

GoldMine - Setting up to send and receive e-mail

Many clients receive their e-mail in GoldMine. Below are basic instructions on how to set up GoldMine to send and receive e-mail.

* Go to Edit/Options (Edit/Preference in previous version of GoldMine)
* Go to the E-Mail tab (or the internet tab in previous version of GoldMine)
* You must enter your POP3 address (incoming e-mail) and your SMTP address (outgoing e-mail). If you do not know this information you can obtain it from your IT professional or your internet provider
* You must also input your e-mail address (i.e., Gene@marksgroup.net) and e-mail password. If you leave the password blank you will be prompted to enter your password each time you download your e-mail into GoldMine
* You should also input your return e-mail address
* If your systems requires authentication click on Account
* Highlight the account name and click on Edit and then Advanced Options
* The Advanced Account Settings box will pop up
* Enter into your authentication information (again, this information can be obtained from your IT professional or internet provider) and click on okay until you save all the information
* When you open the e-mail center you should now be able to download your e-mail into GoldMine when you click on your account name

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