Customers

Customer details primarily associated with work orders are managed here. Along with basic details such as name, address etc., configuring authentication and mail server configuration is managed from here.

To register a new customer

Configuring email configuration for customers

Email settings can be configured against a particular Customer, Vendor or Other Units in SmartProject and for internal users in Server config. Emails settings for Customers can be configured using SMTP and Oauth.

To configure email settings for customers using SMTP

In the customer management window, select a customer and in the tool bar click Mail Server Configuration.

Mail Settings window is displayed.

Figure: Mail Settings window

In the window enter value for the following fields.

#	Property	Description
1	AUTHENTICATION PROTOCOL	Select the authentication protocol from a drop-down list. Options available are SMTP and OAUTH. Value SMTP is selected by default.
2	Set as default protocol	Select the checkbox next to this option, to set the displayed protocol as default protocol.
Outgoing Mail Settings
1	SENDER ADDRESS	Enter the outgoing mail server.
2	PORT NUMBER	Enter the port number of the outgoing mail.
3	AUTHENTICATION EMAIL ADDRESS	Enter the authentication mail id.
4	PASSWORD	Enter the password of the Organizational Mail ID.
5	SSL MODE	Select the SSL mode from a drop-down list.
Income Mail Settings
1	SERVER ADDRESS	Enter the incoming mail server.
2	PORT NUMBER	Enter the port number of the incoming mail.
3	MAIL SERVER TYPE	Select a mail server type from a drop-down list.
Batch Settings
1	NUMBER OF RECIPIENTS PER MAIL	Specify the number of recipients. Default value for this property is 50.
2	NUMBER OF MAILS SENT PER HOUR	Enter the number of mails that is to be sent per hour.
3	NUMBER OF MAILS SENT PER DAY	Enter the number of mails that is to be sent per day.
Authentication mode and from address
1	Authenticate and Send emails using authentication email address	If the radio button next to this option is selected, emails are authenticated and send using authentication email address. This option is selected by default.
2	Authenticate and Send emails using current USERS EMAIL address	If the radio button next to this option is selected, emails are authenticated and send using current users email address.
3	authenticate using authentication email address and send from current user email address.	If the radio button next to this option is selected, emails are authenticated using email authentication address and send from current user email address.

After entering the values click Test mail to generate a test mail. Test Mail window is displayed.

Figure: Test Mail window

Enter from address of the test mail and address of the recipient.
Enter a subject and mail body.
Click Send Mail to send the mail. Click Cancel to cancel sending test mail.

To configure email settings for customers using OAUTH

Configuring authentication for vendors

In a typical work day user may use multiple websites and applications to get their work done. This means that they may have to remember multiple login credentials which may be difficult for them. To tackle this issue single sign-on facility can be specifically configured for Customer.

To configure authentication for customers

#	Property	Description
1	Set as default protocol	Select the checkbox next to this option, to set the displayed protocol as default protocol.
Server Settings
1	REPLY URL	This is the URL to which system is redirected after successful authentication. This field is filled in automatically.
2	LOGIN URL	Enter the login page to which system is directed to for authentication.
3	APPLICATION (CLIENT) ID	Enter application client id.
4	APPLICATION (TENANT) ID	Enter application tenant id.
5	CLIENT SECRET VALUE	Enter client secret value.
6	AUTHENTICATION MAIL ADDRESS	Enter authentication mail address.
Batch Settings
1	NUMBER OF RECIPIENTS PER MAIL	Specify the number of recipients. Default value for this property is 50.
2	NUMBER OF MAILS SENT PER HOUR	Enter the number of mails that is to be sent per hour.
3	NUMBER OF MAILS SENT PER DAY	Enter the number of mails that is to be sent per day.
FROM ADDRESS
1	Send emails FROM authentication email address	If the radio button next to this option is selected, emails are send using authentication email address. This option is selected by default.
2	Send emails FROM current USERS EMAIL address	If the radio button next to this option is selected, emails are authenticated and send using current users email address.