Configure SMTP Settings
CRM Contract Manager uses email notifications to send emails to the Line Manager and Supplier during the contract approval workflow. To ensure these notifications are delivered successfully, the SMTP settings must be configured correctly.
Configure Email Settings
Navigate to Administration → Email and Documents → Email Configuration.
Enter the required SMTP configuration details.
Save the configuration.
Configure SMTP Password
In addition to the Email Configuration settings, the SMTP password must also be configured within Sage CRM.
Navigate to Administration → Customization → Translations.
Search for the Caption Family: SMTP.
Locate the Caption Code: SMTPPassword.
Open the caption and enter your SMTP server password in the US Translation field.
Save the changes.
Once these settings have been completed, the configuration of CRM Contract Manager is complete.
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