CharityMaster requires that you enter e-mail settings in two places:
- On the "System setup" screen. The settings you enter on this screen are used by the E-mail Wizard for sending e-mails to groups of people. These settings are shared by all users of CharityMaster.
- On the "User options" screen. The settings that you enter on this screen are just for the computer you are using.
System setup screen
You must start by selecting the e-mail client that you will be using. You only have two choices: Microsoft Outlook and CharityMaster's built in e-mail client. If you select the first of these options, Outlook must be installed on ALL of the machines on which you will be using CharityMaster. If you select the second option, then the "E-mail Wizard setup" tab will become visible on the "System setup" screen. Click on that tab and then press the F1 function key to see the detailed instructions in the help system.
User options screen
On the General tab, select the e-mail "client" (a program installed on this computer) that you will be using for sending e-mails to individual names.
Our recommended e-mail application is Microsoft Outlook (part of Office) and, if it is installed, you should select this client.
If you do not wish to use Outlook, we recommend that you download and install Mozilla Thunderbird. It is a powerful and FREE application by the creators of the Firefox browser.
Note that "Windows Live Mail" is NOT the same as the Windows 10 "Mail" application. "Windows Live Mail" is a separately installable component of Windows Essentials 2012 and it is no longer supported by Microsoft. So for security reasons we do not recommend using "Windows Live Mail."
If you select "Web / SMTP mail (e.g. GMail)" then the "SMTP settings" tab will appear on the "User options" screen. Click on that tab and press the F1 function key to see the detailed help for the settings on that tab. Note that you will not be able to send an e-mail message using SMTP until you have successfully sent a test message.
Windows 10 "Mail" application
This application cannot be used to send mail from an Microsoft Access application and it may not show up as the default application on the "User options" screen.