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Add Required User Account

Go to SUM System<Setup Users<File System < Setup Users < File Maintenance. Add KPIEMAIL to your users. RTA requires a specific user to be created called "KPIEMAIL" to send the Email. Make sure to give the User full rights to all the facilities. Give it a password so no one can use the User because it has full rights.

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Email Setup

In the Setup User on the top you will see an Edit drop down. You will then see SMTP information. Put in the SMTP info that you have for your Email Server. With Email turned on, the Scheduler program will send notifications to the customer when changes are made to their Service request (See SMTP Settings in Manual). Refer to user configuration section for details on configuring Email accounts. The SMTP settings you put in will be the Sender Email for the emails, which means that when they reply it will go back to the Email account you set up in that.
****You will need to get your SMTP settings from your IT Dept if you're not sure what it is.

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Windows Scheduler Task

The Dashboard Email can be set up to run manually or automatically.
Automatic Setup
*{}Our Recommendations are in the pictures for the next steps

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