--- title: "Config Console Email Setup" slug: "config-console-email-setup" updated: 2026-08-10T20:23:16Z published: 2026-08-10T20:23:16Z canonical: "help.idibilling.com/config-console-email-setup" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Config Console Email Setup This setup is not accessible to IDI Desktop Client users and must be done by an authorized IDI associate. To send single e-mail notifications to a specific customer: - Define a Data Source for each type of Delivery Method (E-mail and/or Dialer) you plan to use for sending single e-mail notifications via the Notification Wizard. - Create the stored procedure the Notification Wizard executes, when sending a single e-mail notification via the Dialer delivery method. > [!NOTE] > Note > > On-site customers are responsible for creating the stored procedure. ASP customers must contact their IDI Project Manager and request custom development of the stored procedure. - Define the "From" e-mail address to use in the notification template, when sending a single e-mail notification via the Notification Wizard. - Define the "From" e-mail addresses that can be selected from the drop-down list that is provided when you manually send a single e-mail notification. - Create the template the Notification Wizard uses when sending single e-mail notifications via the e-mail delivery method. - Create the template the Notification Wizard uses when sending single e-mail notifications via the Dialer delivery method. ### Defining Single E-mail Notification Data Sources and Delivery Methods You must configure a Data Source for each type of Delivery Method you plan to use - E-mail and/or Dialer. #### E-mail Delivery Method From the Configuration Console, configure a Data Source with an E-mail delivery method: - Click **environment_name > Local Services > BackgroundProcesses > server_BackgroundProcesses > Customer Notification**. - Either double-click **Data Sources** or right-click **Data Sources** and select **Open**. This displays the Data Sources window. ![DataSources](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22131.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A57Z&se=2026-11-14T11%3A57%3A57Z&sr=c&sp=r&sig=MW0TV9sMN7jUmkKbsbNrJfOeRMzkPF8q7ZUmkKfQkzM%3D) 1. Enter the required information as described below: | Source Name | Unique name used to identify the template you are creating. You must enter a unique Source Name. The system will not allow you to enter the same Source Name for multiple notification templates. | | --- | --- | | Display Name | Name you want to display on all user interfaces that reference this template. | | Description | Description of the template you are creating. | | Object Type | Object type for the primary source of data for this template. | | Object Id Field | Name of the field that uniquely identifies each record in the primary data source. | | Customer Id Field | Name of the field that contains the Customer ID. | | Db Target | Name of the database to query. | | Db Alias | Alias on the target database to query. | | SQL | SQL query for extracting the desired data from the target database. | - Click **Add** to add this data source to the list of Customer Notifications. The Display Name you entered for the data source appears in the left pane of the Configuration Console, under **Data Sources**. - Click the ![PlusSign](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22132(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A57Z&se=2026-11-14T11%3A57%3A57Z&sr=c&sp=r&sig=MW0TV9sMN7jUmkKbsbNrJfOeRMzkPF8q7ZUmkKfQkzM%3D) to the left of the data source you just added. - Either double-click **Delivery Methods** or right-click **Delivery Methods** and select **Open**. This displays the Delivery Methods window. ![DeliveryMethods](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22133.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A57Z&se=2026-11-14T11%3A57%3A57Z&sr=c&sp=r&sig=MW0TV9sMN7jUmkKbsbNrJfOeRMzkPF8q7ZUmkKfQkzM%3D) - Select "E-mail" from the Delivery Type drop-down list. - Click **Add** to add the E-mail delivery method to your data source. **Email** appears in the left pane of the Configuration Console, under **Delivery Methods**. - Click **Close** to close the Delivery Methods window. - In the left pane of the Configuration Console, either double-click **Email** or right-click **Email** and select **Open**. This displays the E-mail window. ![EmailDelivery](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22134.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A57Z&se=2026-11-14T11%3A57%3A57Z&sr=c&sp=r&sig=MW0TV9sMN7jUmkKbsbNrJfOeRMzkPF8q7ZUmkKfQkzM%3D) - Enter the script that defines the e-mail format, "Subject", and "To Address" for the single e-mail notifications. - Click **Save** to add this information to the e-mail delivery method. - Click **Close** to exit the e-mail window. #### Dialer Delivery Method From the Configuration Console, configure a Data Source with a Dialer delivery method: > [!NOTE] > Note > > This is the same procedure that is used to create a Data Source with an E-mail delivery method, except you enter a different Source Name, Display Name, and so on. Refer to the previous E-mail Delivery Method section for information regarding the input fields provided in the Data Sources and Delivery Methods windows. - Click **environment_name > Local Services > BackgroundProcesses > server_BackgroundProcesses > Customer Notification**. - Either double-click **Data Sources** or right -click **Data Sources** and select **Open**. This displays the Data Sources window. - Enter the desired information and click **Add** to add this data source to the list of Customer Notifications. - Click **Close** to exit the Data Sources window. - The Display Name you entered for the data source appears in the left pane of the Configuration Console, under **Data Sources**. - Click the ![PlusSign](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22132(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A57Z&se=2026-11-14T11%3A57%3A57Z&sr=c&sp=r&sig=MW0TV9sMN7jUmkKbsbNrJfOeRMzkPF8q7ZUmkKfQkzM%3D) to the left of the data source you just added. - Either double-click **Delivery Methods** or right-click **Delivery Methods** and select **Open**. This displays the Delivery Methods window. - Select "Dialer" from the Delivery Type drop-down list. - Click **Add** to add the Dialer delivery method to your data source. **Dialer** appears in the left pane of the Configuration Console, under **Delivery Methods**. - Click **Close** to close the Delivery Methods window. #### Defining "From" E-mail Addresses From the Configuration Console: - Click **environment_name > Local Services > BackgroundProcesses > server_BackgroundProcesses > Customer Notification**. Either double-click **Delivery Configuration** or right-click **Delivery Configuration** and select **Open**. This displays the Delivery Configuration window. ![DeliveryConfiguration](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22118.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A57Z&se=2026-11-14T11%3A57%3A57Z&sr=c&sp=r&sig=MW0TV9sMN7jUmkKbsbNrJfOeRMzkPF8q7ZUmkKfQkzM%3D) The Delivery Configuration window provides the following input fields: | SMTP Server | TCP-IP address of the SMTP server used to send e-mail notifications. | | --- | --- | | Template From Address | E-mail address to use as the "From" e-mail address, when sending e-mail notifications via the Notification Wizard. **Notes**: - This field is required, if you want to send e-mail notifications via the Notification Wizard. - You can only enter one e-mail address. | | Manual E-mail From Addresses | Comma-delimited list of e-mail addresses that can be selected from the "From:" drop-down list, when manually sending a single e-mail notification. > [!NOTE] > Note > > This field is required, if you want to send e-mail notifications manually. Enter at least one e-mail address. | | Enable Send E-mails | Whether or not you can send e-mail notifications. ***Checked***: E-mail notifications can be sent. ***Unchecked:*** E-mail notifications cannot be sent. > [!NOTE] > Note > > This check box applies to all e-mail notifications - bulk and single. If you do not check this box, you will not be able to send any form of e-mail notification. The default is unchecked. | - Enter the desired delivery information and click **Save**. - Click **Close** to exit the Delivery Configuration window.