Configure the SMTP dependency for Delivery Note email
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use the core CRM’s approved outbound-email configuration because the module has no separate mail settings.
Where to goAdmin Area → Setup → Settings → Email
What this guide helps you do
Use the core CRM’s approved outbound-email configuration because the module has no separate mail settings. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Configure the CRM’s sender address and company identity.
- When using SMTP, enter the approved host, port, username, encrypted password and encryption mode.
- Send the CRM’s normal test email.
- Create a controlled Delivery Note with a test Recipient Email.
- Check dispatch and signed-confirmation messages.
Fields and options
- email_protocol
- smtp_host
- smtp_port
- smtp_email
- smtp_password
- smtp_encryption
- companyname
Rules and limits
- The module decrypts the stored SMTP password through the CRM encryption library when possible.
- If decryption returns no value, it falls back to the stored value.
- When SMTP is not selected, the module initialises the email library for HTML fallback delivery.
- The module does not change server mail or TLS configuration.
Check it worked
- Delivery Note messages use the same authorised outbound-email infrastructure as the CRM.
Safety checks and troubleshooting
- Never place plaintext SMTP credentials in documentation, screenshots or module source.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
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