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- E-mail - Contact
The program has its own e-mail editor for creating and editing outgoing e-mails, and is the default choice for writing e-mails.
Note! You can change the e-mail editor
to the one in Outlook through the User
Settings for Outlook.
For example, you can send e-mails directly from the contact card by clicking
on Send e-mail. Alternatively,
you can select View- E-mail - Contact
to open the e-mail editor and then select which contact person the e-mail
should be sent to. If you select to send the e-mail directly from the
contact card, the e-mail address will be entered automatically.
How to edit an e-mail with the program's own e-mail editor:
Click on the To.. button and select a receiver for the E-mail. You do this by selecting the contact to the left in the displayed window. You can then select one or more contact persons that will receive the E-mail. Transfer the contacts to the receiver window by using the arrows and click OK.
Click Attachment if you have a document you want to attach.
Enter a Subject for the contents of the E-mail.
Select a template from the Select template drop-down list if you want to base the contents on an e-mail template.
Select Project if the E-mail will be linked to a project.
Then enter the contents of the E-mail. By using standard formatting buttons located at the top of the editor, you can format the text in terms of font, colour and size etc.
Click Send E-mail
to send the e-mail.
The e-mail is now sent via Outlook.
You can find out more about the various alternatives for setting up an e-mail from the program here.
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