Home » Categories » 01. Shop ManagementSE v 6.x and 7.x

Email Setup Shop Management SE (V6)

How can we email invoices and estimates to customers straight from the Shop Management software???
 
 
The first step in using the Email feature built into Shop Management SE (V6) is to install an "Email Client" on the computer.

Examples: Mozilla Thunderbird, Outlook Express

Install one of these email clients and link the program to an active email account (@yahoo.com, @gmail.com, @msn.com, etc.). We don't support installing and configuring these third-party applications but information should be readily available on-line.

*Update 4/29/2015* A how-to guide for Mozilla Thunderbird has been attached. 

1.76 (17)
Article Rating (17 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments (3) Attachments
Comments (10) Comments
Comment by Jayson Stewart on Sat, Apr 12th, 2014 at 12:50 AM
I have installed Outlook, how do i "Install one of these email clients and link the program to an active email account"?Is this done through the outlook settings, Fine Print settings or Mitchell settings? I downloaded the Fine Print PDF email thing and the estimates are loading on it when I press the fax button (I linked in the fax button for emails)When i attempt to send from the PDF viewer i get "email not configured". I remember years ago when I had outlook I had to mess with the IMAP POP stuff to configure, just not sure what to do, thanks.
Comment by Deanna Simone on Mon, Aug 17th, 2015 at 11:30 AM
We have Outlook installed (not Outlook Express) and we are still unable to send emails INV/EST, etc. from Mitchell Team Works SE. Is there some set-up that needs to be done on the back end? Or do we have to install and configure Outlook Express?
Comment by Mitchell1 Support on Thu, Aug 20th, 2015 at 8:52 AM
Deanna, Outlook is fine for use with Manager SE. The simplest place to start is with the question "Can you send yourself an email in Outlook?" If the answer is Yes, you should be ready to use it with Manager SE. If not, you still need to configure the email client‘s SMTP and POP3 settings. Your ISP or hosting company (if you have your own domain) should have the information you need to do that.
Comment by Albert on Thu, Aug 20th, 2015 at 2:57 PM
I have setup email on my windows 8 computer. But where in Mitchell do I configure, or link the account?
Comment by Mitchell1 Support on Mon, Aug 31st, 2015 at 9:09 AM
**Editor‘s note: MRIC not responsible for external links provided by users. Use at your own risk.**
Comment by Mitchell1 Support on Mon, Aug 31st, 2015 at 9:11 AM
Albert, our Shop Management V6.5 and higher requires no configuration. It is based on windows MAPI, meaning it simply sends the information to the registered email client.
Comment by Bryan on Wed, Dec 9th, 2015 at 7:54 AM
The customer‘s first name and last name needs to be on the customer tab or the email will fail. If it‘s a business and no first/last name is filled in it won‘t work.
Comment by Mitchell1 Support on Fri, Dec 18th, 2015 at 11:11 AM
The issue requiring a first and last name for business entries has been resolved in the current release version (6.6.10)
Comment by terry mikula on Fri, Mar 11th, 2016 at 10:42 AM
CAN YOU PROVIDE A PROGRAM OTHER THAT OUTLOOK OR THUNDERBIRD. SUCH AS YAHOO OR GMAIL
Comment by Mitchell1 Support on Wed, Mar 16th, 2016 at 7:26 AM
Terry, Yahoo and Gmail are web-based email accounts. You still need an email client to handle mail requests in Windows. There is additional information about setting up Windows Live Mail for these here http://mitchell1.com/knowledgebase/article.php?id=713
Related Articles RSS Feed
Figuring Shop Overhead
Viewed 9132 times since Wed, Jun 6, 2012
Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
Viewed 4779 times since Thu, Jul 26, 2012
Change Sequence of Line Items on Order Screen SE
Viewed 3575 times since Wed, Jun 6, 2012
Fix Inaccurate Avg Part Cost
Viewed 2331 times since Thu, Mar 12, 2009
Florida State Reqs: Estimates & Invoices
Viewed 2985 times since Tue, May 22, 2012
How to Add Exceptions to AVG Anti-virus
Viewed 1023 times since Tue, Aug 9, 2016
QuickBooks Integrator 2.0 Frequently Asked Questions- QBI 2.0 FAQs
Viewed 2289 times since Wed, May 13, 2015
Late Fee Calculation - Annual Percentage Rate (APR)
Viewed 919 times since Fri, Sep 2, 2016