Email Tab of General System Settings Form

Use the Email tab to configure system-wide email options. Identify your company’s email servers and passwords so that Vision can send email messages for alerts or errors.

Contents

Field	Description
Email Server	Enter the host name or IP address of an SMTP-compliant email server.
Port	Enter the SMTP port that the SMTP server that you entered above uses.
Use TLS	If you use an email provider, such as Microsoft Office 365, that uses TLS (Transport Layer Security) encryption, select this check box. When you select this check box, enter the following on the Email tab: In the Email Server field, enter the address of the SMTP server, such as smtp-mail.outlook.com if you use Office 365. In the Port field, enter 25. In some cases, port 25 or 587 may be required. In the Username and Password fields, enter a username and password if they are required by your email provider for sending emails via SMTP. For example, enter your Office 365 username and password if you use Office 365. If you use smtp.office365 or other SMTP vendors who require that an existing account must match the email address in the From field of emails from Vision, then you may need to create or rename an account/mailbox to match the two default sender email addresses used in Vision. The two default email addresses are derived by taking the email address that is entered in the Default Sender field on the Email tab in General System Settings and adding the following prefixes to it: DeltekVision_ — Invoice Approval and Billing Transfer email alerts use this prefix. DeltekVisionAdmin_ — All other Vision applications use this prefix. For example, if you enter [e-mail] in the Default Sender field, the Vision default sender email addresses are [e-mail] and [e-mail].
Default Sender	Enter the default email address that you want to use when emails are sent by Vision. Vision also uses this address if an employee sends an email message from within Vision and that employee does not have an associated email address.
Use Default Sender for Default Reply To	Select this option if you want the Reply email address (the address that displays when you click Reply) to be the same as the email address you entered in the Default Sender field. Do not select this option if you want the Reply address to be different from the address you entered in the Default Sender field. In this case, enter a different address in the Default Reply To field.
Default Reply To	Enter a default Reply email address that displays when you click Reply.
Default Help Desk	Use this field to funnel all Vision help desk inquiries to a single email address. Vision uses the address you enter here to route any email messages that users send via Help > Help Desk.
Username (optional)	If your SMTP server requires domain authentication, enter the username in this field. This is a domain username, not a Vision username.
Password (optional)	If your SMTP server requires domain authentication, enter the password (that matches the domain username above) in this field. This is a domain password, not a Vision password.
Application URL	Enter your company's entire URL; for example, http://vision.deltek.com. This field is required if you want alert emails to work in Vision.
Navigator URL	Optional. If you are using Vision Navigator, enter your company's Navigator URL for Vision alert emails to include links to Navigator. Select either the Vision link or Navigator link to open the application. This only applies when the Vision Resource Planning module is not in use.