Email Setup in ecount ERP: Configure Gmail, Yahoo, Outlook

This article explains how to configure ecount ERP to send emails from your personal or corporate email address, including Gmail, Yahoo, and Outlook settings.

📋 Overview

eCount requires a branch‑wise email configuration. Once set, the system can send messages, automatically copy recipients, and add a signature.

🔧 Steps / How‑to

1. Open the main menu and navigate to Setup → Email Setup.
2. Select your email provider (Gmail, Yahoo, Hotmail, or Other). The system will auto‑populate the SMTP port and server details.
3. Enter your full email address and password. For Gmail, use an App Password (see the Gmail notes below).
4. Optionally set default To, CC, and BCC addresses. These recipients will be added automatically to every outgoing mail.
5. Enter your email signature in the Signature field.
6. Click Test to send a test message to the default To address and confirm the configuration.

⚙️ Settings / configuration

• Branch selection – repeat the setup for each branch that needs email capability.
• SMTP server – usually smtp.gmail.com for Gmail, smtp.mail.yahoo.com for Yahoo, smtp.live.com for Outlook/Hotmail.
• Port – 587 (TLS) or 465 (SSL) depending on the provider.

💡 Tips

💡 Tip: Use an App Password for Gmail instead of your regular login to avoid two‑step verification blocks.

💡 Tip: Keep the default To address as a monitoring mailbox so you always receive a copy of sent emails.

⚠️ Common issues / warnings

⚠️ Note: Gmail may reject connections if “Less secure apps” is disabled or two‑step verification is active.

To resolve, follow the Gmail configuration steps below.

Gmail configuration details:

• Generate an App Password: Google App Passwords
• Disable two‑step verification (if required): Two‑step verification
• Allow less secure apps: Less secure apps
• SMTP information reference: Google SMTP guide
• Enable IMAP in Gmail settings (Settings → Forwarding and POP/IMAP → Enable IMAP).

✅ Summary

• Navigate to Setup → Email Setup for each branch.
• Select provider and verify auto‑filled SMTP details.
• Enter email address, password/App Password, and signature.
• Set default recipients if needed.
• Test the configuration with the Test button.