DFS Family Directory - Email: How to email from desktop ParishSOFT Family Suite

How to email from desktop ParishSOFT Family Suite

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How to set up Desktop Family Suite for email

Add the following ParishSOFT Files as exceptions to your antivirus/firewall programs. 

  • cmd.exe (located in C → Windows → System32)
  • curl.exe (located in C → Program Files → ParishSOFT)
  • gzip.exe (located in C → Program Files → ParishSOFT)
  • psFamilyDir.exe (located in C → Program Files → ParishSOFT)
  • pssyncBackup.exe (located in C → Program Files → ParishSOFT)
  • pssynchronizer.exe (located in C → Program Files → ParishSOFT)
  • psFamilyDir.exe (located in C → Program Files → ParishSOFT)
  • psOffering.exe (located in C → Program Files → ParishSOFT)
  • psReligiousEd.exe (located in C → Program Files → ParishSOFT)
  • psTimeTalent.exe (located in C → Program Files → ParishSOFT)

 

 

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How to send a test email

Use a test family (possibly yourself) so you can verify the email is received. This will let you know if your local environment is going to allow you to send email through ParishSOFT desktop.

  1. From the Family Directory, select the test family.
  2. To bring up the email window, click the envelope to the left of the name and address in the eMerge Info box at the top right corner of the Family Directory window.
  3. Enter your own name and pstest@parishmail.com as the email address that will be used to send the message out.
  4. Add 'pstest' as your email account name, 'pass' as the email password, and 'mail.parishmail.com' as the outgoing email server (or POP3 Server).
  5. Click 'View Recipients' to identify whether or not you have the correct family's email address selected. If the list is correct, click Close.
  6. Type in a message indicating this is a test email.
  7. Click 'Send.' At this point, verify if the email was properly received.
  8. If the email was received, you may skip to the section on Obtaining and entering your email parameters. If not:
    • Ensure the ParishSOFT files listed in Step 1 have been added as exceptions to all of your Antivirus/Firewall programs.
    • Check with your System Administrator to see if your parish network may be blocking outgoing traffic on Port 25. This is the port ParishSOFT utilizes to send email. (587)
    • Try again.

  

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Obtaining and entering your email parameters

ParishSOFT email works similarly to Outlook. It simply hands emails on to external email providers. Therefore, there is information specific to each email provider that you will need to obtain directly from them as follows.

  • Your email address: i.e.,  name@yourprovider.com  (in the test email it was pstest@parishsoft.com
  • Your email account name: often the text that comes before the @ in your email address (in the test email it is 'pstest.')
  • Your email password: (in the test email it was pass)
  • Your outgoing mail server (or POP3 server): (in the test email it was mail.parishmail.com)

Enter the credentials in this screen. If you don't remember how to pull up this screen, use the instructions (1-2) in sending a test email.

 

 

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