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ZBIX CRM 1.2.0

Configure SMTP email delivery

SMTP settings define the organization’s outbound server, TLS mode, authentication and sender identity. Saving settings, testing the connection and sending a test email are separate actions. Email Activities queues actual messages through the selected provider. A successful SMTP submission means the server accepted the message; it is not proof that the recipient received it.

Use this procedure to configure and verify the transport before enabling customer-facing email or password recovery.

  • Administrator identity for SMTP configuration, connection testing, and test-email operations. Sending a normal Email Activity is a separate operation governed by its communication and record permissions.

  • Approved SMTP host, port, TLS mode, authentication method, sender and test recipient.

  • Configured communication-secret encryption when login credentials are stored.

  1. Open Settings > Email & communications and select the SMTP configuration. Enter the approved hostname and port.

  2. Choose STARTTLS or implicit TLS. Select no authentication only for an approved relay, or login authentication with the supplied username and password.

  3. Enter the sender address, sender name, optional reply-to and a controlled test recipient. Save the settings before testing.

  4. Run Test connection and review its current result and last test time. Correct DNS, TLS or authentication failures through the provider administrator.

  5. Use Send test email only for the configured test mailbox. Confirm both the application acceptance result and arrival or provider trace in that mailbox.

  6. Enable delivery as intended and create a reviewed Email Activity draft. Select SMTP explicitly when sending and inspect the resulting attempt history.

The saved configuration passes the required transport test and a controlled external message has separately verified provider/mailbox evidence.

  • Plain unencrypted SMTP is not an offered TLS mode. Ports must match the selected provider mode.

  • Stored passwords are not returned to the interface. Keep the external communication encryption key recoverable through the approved process.

  • Password recovery requires enabled SMTP and a valid public application origin as well as recovery configuration.

  • Never infer delivery from a historical mock Sent state. Current real submission is labeled Accepted.

  • Connection test fails: review the safe failing stage, hostname, port, TLS mode and provider credentials.

  • Accepted but no email arrives: inspect the recipient’s quarantine and provider trace before resending.

  • A failed send is uncertain: review provider evidence before any retry to avoid a duplicate message.

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