Salesperson Outgoing Mail Routing

Purpose

Route all system emails through the salesperson's own SMTP account when available.

How it works

• For each email, the system looks for an outgoing mail server where From Filtering = salesperson email.
• The Username must be the same email address.
• If no server matches (or fails), the system falls back to the default company outgoing mail (lowest priority value).

Configuration

1. Create the default company outgoing mail server first - Example: support@company.com - Give it the minimum/lowest priority value.
2. For each salesperson, create a dedicated outgoing mail server:
   • From Filtering = salesperson email
   • Username = same email
   • Priority > default server (exact value doesn't matter, just higher).
3. Click Test Connection and send a test quotation/order email.

Notes

• Other salesperson servers' priority values don't matter relative to each other.
• Only the default server must have the lowest priority so it acts as the global fallback.

Step 1 - Default Company Outgoing Mail with Lowest Priority

Step 2 - Salesperson Outgoing Mail Server