The screen used to manage the passwords created by employees and customers is of the Email type
Add Email
- Step 1. At the Email tab -> click Add button
- Step 2. In the Add email page, fill in the requested details:
1. Enter the Name
2. Select the Category
3. Enter the Email type
4. Enter the Auth method
5. Enter the Host
6. Enter the Port
7. Enter the User name
8. Enter the Password
9. Enter the smtp auth method
10. Enter the smtp host
11. Enter the smtp port
12. Enter the smtp user
13. Enter the smtp password
14. Select the Relate to: Contract or Project
15. Enter the Notice
16. Select Attachments: used to attach the file, the shared client or employee can read this attachment.
17. Add custom field
18. Enable log: used to allow the system to save the history of accessing this password and display it on the General information screen of the View function.
