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How to Configure Outlook for Mail Setup of Marg Software ?

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In Marg Software the user needs to configure Outlook Settings for E-Mail Setup. Outlook is a source through which Mail will get sent to parties directly from the software. 

  • Firstly the user will search 'Outlook' in search bar.

  • An 'Outlook' window will appear.
  • The user will click on 'File' option.

  • Now the user will select 'Add Account'.

  • An 'Add Account' window will appear.
  • The user will select 'Manual Setup or additional server types' option.
  • Click on 'Next' button.

  • A 'Choose Service' window will appear.
  • The user will select 'POP or IMAP' option and click on 'Next' button.

  • A 'POP and IMAP Account Settings' window will appear.
  • In 'Your Name' option, the user will mention the name as per the requirement.
  • Suppose mention 'Marg ERP'.

  • In 'Email Address' option, mention the mail id through which email needs to be send.
  • Suppose mention 'G-mail id'.

  • In 'Account Type' option, the user will select 'POP3'.

  • In 'Incoming mail server' option, the user will mention 'pop.gmail.com'.
  • G-Mail: pop.gmail.com
  • Yahoo: imap.mail.yahoo.com
  • Rediffmail: pop.rediffmailpro.com

Note: The user will mention the Incoming server as per the mail Id domain.

  • In 'Outgoing mail server (SMTP)' option, the user will mention 'smtp.gmail.com'.
  • G-Mail: smtp.gmail.com
  • Yahoo: imap.mail.yahoo.com
  • Rediffmail: smtp.rediffmailpro.com

Note: The user will mention the Outgoing server as per the mail Id domain.

  • Outlook will auto pick the User Name as per the mail id.

  • In 'Password' option, the user will mention the password, but there are conditions for mentioning password.

Condition 1: If a less secure option is present in the email settings, then user will turn on Less Secure and specify the original email ID password.

  • The user will login to Gmail Account by mentioning 'Email ID' and 'Password'.

  • A 'Gmail Account' window will appear.
  • From the right side of the Gmail Account, click on 'Profile' icon.
  • Click on 'Manage your Google Account' tab.

  • Click on the 'Security' option.

  • The user will scroll down and click on 'Less securer app access' option.

  • Turn on the Less secure app access.

  • Now the user will mention the original G-Mail Password.

Condition 2: However, if there is no less secure option available, the user must create a password through a two-step verification process.

  • Now click on ‘2-Step Verification’ option.

  • ‘2-Step Verification’ window will appear.
  • Click on ‘Get Started’ button.

  • Then enter the Gmail ‘Password’ and click on ‘Next’ button.

  • The user will mention the mobile number which is linked with the Gmail account.

  • Then select the ‘medium’ through which the Code needs to be received i.e. Text Message or Call.
  • Suppose tick the circle of ‘Text message’.
  • Then click on ‘Next’ option.

  • The user will enter the code (OTP) here which is received via text message.
  • Then click on ‘Next’ option.

  • ‘2-Step Verification’ window will appear.
  • Now the user will turn on the option of 2-Step Verification.

  • The user will again click on ‘Manage your Account’ tab.

  • Click on ‘Security’ option.

  • The user will click on ‘2- Step Verification’ option.

  • ‘2- Step Verification’ window will appear.
  • The user will type Marg ERP and click on 'Create' button.

  • After that the Gmail will generate the App Password which will be shown only ONCE. The user will copy this password & save it for future use.

  • Now click on 'More Settings' button.

  • An 'Internet E-mail Settings' window will appear.
  • The user will click on 'Outgoing Server' tab.

  • The user will place check mark on 'My outgoing server (SMTP) requires authentication' and 'Use same settings as my incoming mail server'.

  • Now click on 'Advanced' tab.

  • In 'Incoming server (POP3)', the user will mention the port as per the mail id domain.
  • Gmail: 995
  • Yahoo: 993
  • Rediffmail: 995 
  • As we have mention Gmail id, mention port for Incoming '995'.

  • The user will place check mark on 'This server required an encrypted connection (SSL)'.

  • In 'Outgoing server (SMTP)', the will mention the port as per mentioned mail id domain.
  • Gmail: 465
  • Yahoo: 465 or 587
  • Rediffmail: 465 / 586 / 587 
  • Suppose mention '465' as per the Gmail.

  • In 'Use the following type of encrypted connection', the user will select 'SSL'.

  • Now click on 'Ok' button.

  • The user will click on 'Next' button.

  • An 'Test Account Settings' window will appear where the user can view Outlook will do the testing if all settings are corrrect.
  • If the status display 'Completed' then the all settings are correct.

  • Click on 'Close' button.

  • Now another window will appear click on 'Finish' button.

After following the above steps, outlook will get configured for Mail Setup in Marg Software.


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