Work Station window - Communications tab data fields

The Communications tab pertains to sending emails from AIMsi.  The 'Email Capabilities' add-on must have been purchased in order to send emails from AIMsi.

Email Method

When emailing from AIMsi, the correspondence can be in the form of HTML in the body of the email message, in the form of a Microsoft Word file attachment or in the form of an Adobe PDF file attachment.  Select the option you prefer from the Email Method drop down box list.

Note: This primarily pertains to emailing reports and other non-customer related items as you assign the customer preferred email method on the customer account.

Mail Server

Enter your mail server address here. 

If you do not have your own email server or your ISP doesn't provide one, there are many email services to choose from, such as Yahoo, Gmail, Hotmail and more.  Be aware that there is probably an email limit unless you subscribe to their service, typically for a nominal fee. 

Sender Email

The Sender Email field should contain the email address that you would like to appear as the 'From' email on outgoing messages.

User Name

Enter the user name established for the email address. 

Password

Enter the password established for the email address.

Note: The User Name & Password are required if the mail server requires authentication.

Out Mail Port

If left at 0, the port will automatically default to 25 when an email is sent.  Only change this if your email service provider uses a port other than 25 to send emails.

Email Type

AIMsi provides two options for the Email Type:  1) WestWind which is the default and 2) CDO which is SSL Enabled.  Select the type that applies to sending emails from your email server.

Enable SSL

This option only appears if CDO (SSL Enabled) is selected as the Email Type.  Check this box if your outgoing email server requires SSL encryption.

Internet Validation Method

Internet validation should only be set if you are using Active-e (B2B or C2B) on this computer.  If you turn it on then you must download and install Microsoft SoapToolkit3.0 either from our site or from Microsoft.  Be certain to install as Administrator.  AIMsi provides three options for the Internet Validation Method:  1) Wininet.dll which is the default; 2) lphlpapi.dll; and 3) No Internet Check. 

Temp Folder

The Temp Folder is a place to hold data as AIMsi converts a report to the proper format for emailing.  This can be any folder on your computer, such as c:\Temp or you may create a new folder for this purpose.

FTP Type

The FTP Type pertains to you if Active-e is being used on this workstation, and may be ignored if not applicable.  AIMsi provides two options for the FTP Type:  1) WestWind which is the default and 2) FTP 2 which is Secure Enabled.  The default should not be changed unless you run into problems with uploading images.

If FTP 2 (Secure Enabled) is selected as the FTP Type, 3 options appear for FTP Authentication.  These options are Standard, TLS or SSL.  Select the option that meets your requirements. 

If the FTP site is behind a NAT router you may have trouble connecting and selecting the NAT Compatibility option might help.

Email Address to Send Test to

To confirm that your email settings have been set up properly and emails will be successfully sent from AIMsi, type your email address in this box and click the Test Email button.  This will attempt to send a test email to the address entered.  If you receive an error message that the message could not be sent to the SMTP server or Authentication failed, either the User Name, Password  or Email Type might be incorrect.  If you receive a message that states 'Email Sent', then the settings are correct and the email was successfully sent.