Email Domain
The Email Domain is the name that will show up for an email network or service account that you are creating for your email services in ERPNext and other Frappe apps.
If you use one of the services listed here (like Gmail, Yahoo, Outlook, etc.), you can skip to Email Account creation. In these situations, ERPNext gives you default settings, and you might not need to set up a domain.
You can set up Email Domains in ERPNext to make it easy to set up all of your email accounts. This makes it easier and more consistent to manage multiple user accounts on the same domain.
To get to Email Domain settings, go to:
What is the domain of my email?
Your internet service provider (ISP) or IT services provider may have sold you an email service. The part of your email address after the "@" is usually your email domain.
For example, if your email address is you@yourcompany.com, then your email domain is yourcompany.com.
- If you get to your mailbox by typing in a URL like http://mail.yourcompany.com, ERPNext expects you to use yourcompany.com as your Email Domain.
If you start the setup from the Email Account screen, ERPNext will also try to guess the Email Domain from the first email address you enter.
You need to set up an Email Domain correctly if you want to send and receive emails from your ERPNext account. This is not necessary if you use a pre-configured provider like Gmail or Yahoo. In these cases: - You might not need to set up an email domain. - Instead, choose the service provider from the list that was given. - You may need to change the settings on your Gmail or Yahoo account to let ERPNext in.
For demonstration purposes, ERPNext also gives you a default template Email Domain that uses example.com. For real-world use, you should replace this with your real domain.
1. How to make an Email Domain
To set up and create an Email Domain in ERPNext, do the following:
Step 1: Click on New after going to the Email Domain List.
Step 2: Please fill out the following information: - Email address example: Type in the email address for your business, like you@yourcompany.com.
This is how ERPNext automatically finds and suggests your email domain. - Email Server: Type in the URL of your email service provider or mail server.
For example, mail.yourcompany.com or imap.yourcompany.com.
This is necessary to get emails that come in. - Use IMAP: Mail servers often use IMAP (Internet Message Access Protocol) to manage incoming emails.
If your mail server supports IMAP, keep this checked.
If you use POP (which is less common), don't tick this box. - Use SSL: Secure Socket Layer (SSL) keeps your mail server and ERPNext safe by encrypting their communication.
Turn this on if your mail server uses SSL.
How can you tell if SSL is set up?
If you use https to get to your email server through a browser, SSL is probably turned on. - Use SSL for outgoing: This option makes sure that emails that are sent out are safe.
Turn on if your SMTP server needs SSL for emails that go out.
When SSL is used, it usually defaults to port 465.
- Add Outgoing Email to the Sent Folder:
Some email servers, like Zimbra or CPanel, don't save sent emails by default.
Turn this option on if you want ERPNext to add all of your outgoing emails to your Sent folder.
- Limit on attachments (MB): Set a limit on the size of files that can be attached to outgoing emails.
This stops big attachments from getting in the way of sending messages. - SMTP Server: To send emails, type in the SMTP (Simple Mail Transfer Protocol) address.
For example, smtp.yourcompany.com - Use TLS: Like SSL, TLS (Transport Layer Security) is another way to encrypt data.
Turn this option on if your SMTP service supports TLS for safe communication. - Default Port: Port 25 is the default port for SMTP.
If your email server uses a custom port, like 587 or 465, type it in here.
1.1 After saving the domain
When you click Save, ERPNext will: - Check that the server and security settings you entered are correct. - Keep the new settings for your Email Domain.
This could take a few seconds. After saving successfully: - The domain will show up in the Email Account setup page's Domain dropdown menu. - When you set up new email accounts for different users or departments, you can now choose this domain.
Email Domain in Your Email Account:
When you make a new email account, you can just choose the email domain you already have. This cuts down on the need for manual entry and makes sure that email is set up the same way on all accounts.
You entered everything but still can't set up your email domain?
If you've entered all the settings correctly and are still getting errors: - Make sure the server addresses, ports, and security settings are correct. - Make sure that your email hosting company lets ERPNext connect to the outside world. - If the problems keep happening, get in touch with ERPNext support for help.