Making The Connection

Where Will I See This Within OLX?

What Reports Can Be Pulled?

1. Schedule List Report
   
2. Schedule History Report

What Imports/Exports Relate to SMTP Configuration for Email Notification Delivery

1. at this time there are no imports/exports that relate to Email Notification Delivery

Trouble Shooting

1. Job shows successful but emails not received
   

1. OrderLogix doesn't actually send emails. We connect to your email provider via email profiles and your email service provider sends the notifications/reports.
   
1. OrderLogix prepares the reports and/or notifications > connects to your email service provider via credentials supplied on email profiles > OrderLogix passes the prepared reports/notifications to your email service provider > OrderLogix then disconnects from your email service provider > your email service provider takes the reports/notifications supplied by OrderLogix and sends to the recipients
   
2. If you find that the job shows successful, but emails are not being received the first place to check is your email service provider.
   
1. check the outbox to see if the email is caught up there
   
2. check settings
   
1. some providers have settings specifically for send/receive
   
2. you may have reached a limit for your account type
   

2. Could not send email: SMTP protocol error. 530 5.7.0 Must issue a STARTTLS command first.
   

1. If Email Client is set to Legacy change to Secure

3. Could not send email: SMTP protocol error. 504 5.7.4 Unrecognized authentication type
   

1. You will need to provide us with the following information so we can allow OLx through our firewalls to the new SMTP server
   
1. SMTP Request Form
   

4. The message could not be sent to the SMTP server. The transport error code was 0x80040217. The server response was not available
   

1. This is indicating that the email server was not able to be connected to either because of invalid credentials or because the server is unable to send messages.

5. Could not send email:Connection failed: A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond
   

1. Check the port. If you are using a port other than 587, it is recommended to update and test again.

Setup

Tool Bar

Utilizing the buttons on the tool bar  you can: 

Edit DefaultNotificationProfile

R21 and later

All fields are required to have a working Email Profile.

1. Client - Client profile is being created for
   
1. This will restrict the email profile to show/not show for agents that have client restriction settings on their user setup.
2. This does not restrict the email profile from being used by an Admin agent with other client notifications. Agents must pay attention to this during notification setup; this is strictly for visual reference.
   
2. Profile Name: (Profile is system generated profile for email notifications to customers)
1. DefaultNotificationProfile
   
2. Profile name is required.
   
3. Outbound Server: The e-mail server you use to send company e-mail.
   
1. Server is required.
   
2. If you're unsure what the server is you made need to do an internet lookup for {insert your email provider} server settings
1. If using SendGrid please refer to setup instructions found HERE
   
4. Outbound Port: Your mail provider can provide this information for you
   
1. Most mainstream SMTP servers utilize 587
5. Inbound Server: The e-mail server you use to receive company e-mail. (only required if using Customer Contact feature)
1. If you're unsure what the server is you made need to do an internet lookup for {insert your email provider} server settings
   
6. Inbound Port: Your mail provider can provide this information for you (only required if using Customer Contact feature)
1. Most mainstream SMTP servers utilize 995
7. Login: User login information
   
1. Login is required.
8. Password: User Password
   
1. Password is required.
9. Confirm Password: Reenter User Password
   
1. Confirm Password is required.
10. From (default): The return address as it appears on the e-mail.
    
1. From Default is required.
   
2. You may need to add alias or allowable address to your account
   
1. Add or remove an email alias in Outlook.com - Microsoft Support
   
2. Add or delete an alternate email address (email alias) |  User management |  Google Workspace Help
   
3. Adding Sender Name | From Name to your Emails – SendGrid
11. Auth Mechanism: Should be using UserPassword unless told otherwise by your email provider.
    
1. UserPassword- method used to verify the identity of a user sending emails through an email server. It ensures that only authorized users can send emails, preventing spam and unauthorized access.
2. CRAMMD5- utilizes a challenge-response mechanism, where the server sends a random challenge, and the client responds with a hash of the challenge using the user's password as a secret key
3. NTLM - allows clients to authenticate to an SMTP server without sending their password directly, using a challenge-response mechanism
4. Kerberos - an authentication protocol for trusted hosts on untrusted networks
12. Is Active: Check this box to activate
    
1. checked - customer notifications will send
2. unchecked - profile cannot be used and notifications will not send to customers

1. Save: To save changes and exit popup
   
2. Close: To exit popup without saving changes
   
3. Send Test Email: Will send a test email
   
4. Delete: Delete profile settings and exit popup

Prior to R21

* To save the changes click the Save button .

* To close click the Close button .

      This will close the window without saving any changes.

* To Send Test Email 

* To delete the selection, click the Delete button .

      This will prompt you to make sure you want to delete this item.

• Clicking OK will delete the selected item and close the window.
  

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