In the box labeled “Outgoing mail server (SMTP):”, enter “ ” in all lower case letters. In the box labeled “Incoming mail server:”, enter “ ” in all lower case letters. This includes the address of the incoming mail server, the port its software runs on, and what type of mail server (POP3 or IMAP) it is. In order to receive mail in an email client like Outlook, Thunderbird or your mobile device’s email app, you’ll need to gather incoming mail server information. In the box labeled “Account Type:”, choose “IMAP” from the drop down box. In the box labeled “Email Address:”, enter your PenTeleData email address in all lower case letters. In the box labeled 'Your Name:', enter your name as you would like it to appear when people receive e-mail from you. Use of POP3 may result in messages remaining on the server instead of downloading to your email software. It is strongly recommended to access your email either by or configuring your email client to access your email using an IMAP connection. Email software with IMAP The following information will provide you with the software settings needed to configure/setup your email software to access your PenTeleData email via IMAP.Note: This checkbox is available only on the parent client’s dashboard when they have a subsidiary client set up (Setup > Clients > Billing and A/R tab). Clear the checkbox if you want to see only the parent client’s data. Mark the Include Client family data checkbox to display information for both parent and subsidiary clients in the portlets.Select a client from the drop-down list at the top of the screen to display information for that client.To open the Client Dashboard, choose Client Dashboard from the View menu, or click the Dashboard action icon in the Client navigation pane. To open the Staff Dashboard, choose Staff Dashboard from the View menu, or click the Dashboard action icon in the Staff navigation pane. To open the Firm Dashboard, choose Firm Dashboard from the View menu, or click the Dashboard action icon in the Firm navigation pane. Tax & Accounting Community - Practice CS.Tax & Accounting Community (formerly ARNE).CS Professional Suite - Thomson Reuters.To open the Home Dashboard, choose Home Dashboard from the View menu. Note: All of the portlets available on the Home Dashboard are also available on the other dashboards (Client, Firm, and Staff).

Ptd email setup for outlook