Trip Quote (Smartpoint 10.0 and Later)

Setting Email Preferences

You can set up your email account for Trip Quote, and set standard preferences for creating and sending emails with quotes, itineraries, and flight schedules. You also have the option to modify these preferences for an individual email.

To set email preferences:
  1. Open the Trip Quote basket.
  2. Click the Templates and Settings tab.
  3. Click the Email arrow.
  1. Set your default email option:
  2. Select SMTP if you need to set up your agency's email information.
  1. In Send From, enter your agent email address or your agency's email address.
  2. In User Name, enter the log in name for your agency's email system. Your user name may or may not include the domain. For example: agent.name@abctravel.com or agent.name.
  3. In Password, enter the log in password for your agency's email system.
  4. In SMTP, enter the email server name provided by your agency. For example, mail.corp.youragency.com.
  5. In Port, enter the port number provided by your agency.
  6. Select SSL if a Secure Sockets Layer is used for your agency's email system.
  1. If Outlook is available, you can select Microsoft Outlook to automatically use your system's current Outlook settings. Emails will display in your existing Outlook Sent box.
  2. Optional. In CC email addresses, you can include additional addresses to automatically receive the email. Multiple addresses are separated by semi-colons. For example:

anotheragent.name@agency.com; boss.traveler@company.com; accountspayable@company.com

  1. Optional. In Additional CC email addresses, you can include more addresses separated by semi-colons.
  2. Click Save.