Emailing from Paradigm
Paradigm has the capability of sending emails directly from various forms. This how-to will cover configuring a user account to email from Paradigm, setting up customers to receive statements by email instead of mail, emailing from various forms and lists, resending emails, and email signatures.

 

Email Settings
Email settings must be entered for each user account that needs to email from Paradigm. This is done from the user preferences form (System>User Preferences). Open the ‘Email Settings’ tab and enter your settings. You may need to search online for how to configure the program you use for email to accept emails from other programs. You may also create a default signature in the ‘Email Signature’ tab.
          Outlook
              Email From: User’s email address
              Connection Type: TLS 
              Mail Server: smtp.office365.com
              Mail Server Logon Name: User’s email address
              Mail Server Logon Password: User’s email account password
              Port: 587
              Firewall Type: None
          Gmail
              Email From: User’s email address
              Connection Type: TLS 
              Mail Server: smtp.gmail.com
              Mail Server Logon Name: User’s email address
              Mail Server Logon Password: User’s email account password
              Port: 587
              Firewall Type: None

Two Factor Authentication
If two factor authentication (TFA) has been enabled for the email account from which you wish to use to send emails through Paradigm, it must either be disabled or an App Password must be created and used in place of the user’s email account password.
Outlook
https://support.microsoft.com/en-us/account-billing/manage-app-passwords-for-two-step-verification-d6dc8c6d-4bf7-4851-ad95-6d07799387e9
Gmail
https://support.google.com/accounts/answer/185833?hl=en&ref_topic=7189145

 

 

Sending Emails – General

After defining the email settings for a user, they are ready to begin sending emails through Paradigm. Most print forms have a button for ‘Email’ which will add the selected report as an attachment on the email. After clicking ‘Email’, use the form that appears to change the email as needed, then press ‘Send’. Note that clicking the buttons for ‘To’, ‘Cc’, or ‘Bcc’ will open a list of the email addresses that have been entered into Paradigm, filtered first to the email addresses for the customer/vendor the email is going to. Use CTRL+CLICK to select the addresses you want, then press ‘Ok’.

Customer Send to Email Address
In general, to set up a customer to receive emailed invoices/statements instead of mailed invoices/statements, enter the address to send these reports to the customer’s ‘Send Batch Emails To:’ field (your company may have a different setup, contact your administrator to find out).

 

 

Emailing from Lists (Batch Email)
To email from a list form, first filter the list to the records to run the report against, then select a report from the set of available reports at the bottom of the form, change the printer to ‘E-Mail Blast’, and click ‘Print/Email Filter’. Alternatively, use the ‘+’ to the left of each line in the list to add that record to the list at the bottom left and use ‘Print/Email Selected’. After gathering any information needed for the reports, Paradigm will open the ‘Email Batch’ list, with each email listed. Emails that are missing addresses will show in red and must be corrected by clicking the folder for that email before sending. After verifying the list of emails, click ‘Send’ to send all of the emails from the list.

 

Mass Email
Emails can also be sent to a list of customers without attaching a report (annual updates, price increase notifications, etc.) In the customer or vendor list, filter to the contacts to email, select the ‘Mass E-Mail’ printer, and click Print.

Viewing Sent Emails
If an email fails to send for any reason, the user who sent it will be notified that they have an unsent email and will be asked to edit and resend it. The same list can be accessed at any time by opening System>Email Queue. Use the controls in this form to view sent or unsent emails, resend emails, or search for a sent email. Administrator level 1 accounts will have an option to show emails from all users on this form.

Paradigm Emailer
Paradigm sends emails from the server, via a program that is set to check for unsent emails at a regular interval. This program will attempt to send a failing email up to four times, pausing a minute between each attempt, but if it fails to send the fourth time it will notify the user and stop attempting to send it (see above).

Emailing from Paradigm
Emailing from Paradigm