Mail Manager

The Mail Manager is where you can view recent logs of email transactions and configure the email server and email account for X Dispatch to use when sending emails. 

To access the Mail Manager, go to the top menu and click on Action > Mail Manager, or click the MailManager icon  in the toolbar.

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Toolbar

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How to Set Up Sending Emails in X Dispatch

To configure an email server and account you must add or edit a mail account profile. 

1. Go to Action > Mail Manager.
2. Click the Edit Profile icon .

3. Click Add. 

   To edit a profile, select the mail account you would like to edit by clicking on it, it will be highlighted in blue, then click Properties

4. Enter a Profile Name and the number of minutes you would like to check for inbound or outbound email messages in the Frequency field.

5. Enter the information for the Outbound Email section.

   

   • Enable outbound email - If checked this will send email through the email server set up in the Outbound Email settings.
   • Host - SMTP email server. This information would be provided by your email service provider. 
   • Username - Usually your email address.
   • Password - Password used with the username above for your email.
   • Port - Port provided by your email service provider.
   • Secure Connection - This should be checked if your email provider requires SSL/Secure Connection
   • Enable TLS - This should be checked in your email service provider requires TLS.

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How to Disable the Mail Manager

If you don’t want to send messages through X Dispatch you can disable the mail manager

1. Go to Action > Mail Manager.
2. Click the "Disable CXT mail service" icon  or press Ctrl + D.

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How to View the Outbox

The outbox is a list of emails that are waiting to be sent.

1. Go to Action > Mail Manager.
2. In the menu of the CXT Mail Manager, go to View > Outbox.

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Mail Manager in X Dispatch

Any section that sends an email from X Dispatch will depend on the Mail Manager. If any of the sections below are not sending emails or messages as you expect, review the Mail Manager for correct settings or error messages.

Orders 

There are several different emails, set up in Message Formats (Classic Operations App) section and the customer record, that can be generated with an on demand order. For example, if an email address is entered on an order, an email can be sent to that address to confirm the order having been placed, to confirm pickup, and to confirm delivery. 

Invoices 

You can email invoices to your customers directly from X Dispatch if an email address is set in the Billing Contact section of the Accounting tab on the customer record.  The invoice format is set on the customer record and contains the email details. 

Driver communication 

If you have any of your drivers configured to receive text messages with order information rather than, or in addition to, using X Mobile or Nextstop, those messages are sent from X Dispatch using email. The drivers' replies are processed through the inbound email feature. 

Integrations 

Some integrations use email to perform specialized functions. If you are trying to troubleshoot an integration and believe email is the issue, contact support for assistance.

Finds 

Finds use the Mail Manager to email reports. See How to Email Find Results. 

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Mail Manager in Nextstop

The setup in the Outbound Email section of the Mail Settings Properties is used to send messages to the driver and for the replies from the driver to the dispatcher email.

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Related Articles

• Page:
  Troubleshooting Email Problems in X Dispatch
• Page:
  Customers not receiving your emails? Could be due to reverse DNS
• Page:
  Q Codes
• Page:
  Mail Manager - Mail Accounts and Mail Settings Properties
• Page:
  Mail Manager