How to get started using e-mail in the program
Register your e-mail
address: First, you need to
register an e-mail address in your user profile. You do so by going to
View - Settings - User. Enter your e-mail address in the E-mail
field.
You can import your e-mail address from Outlook by clicking on the search
button.
System administrator: If
you are the system administrator, you can register e-mail addresses for
all users. You do so by going to View
- Settings - Security - User administration.
Select your e-mail
editor: You need to decide which
e-mail editor you want to use for creating and editing e-mails from within
the program. If you use Outlook as your e-mail editor Outlook will open
when you want to write a new or edit an existing e-mail.
Note! The settings only apply
to e-mail from the Contact/Contact person, Employee and Activity register.
E-mails that are created from the Product module use functions in the
program's own e-mail editor and so will use this one regardless. E-mails
created directly from reports will always use Outlook as their e-mail
editor.
You choose your e-mail editor under View
- Settings - User - Settings per User - Outlook from
the drop-down list up top.
Decide whether you
want to use Outlook integration or not:
If you are not going to make use of the integration with Outlook you are
now ready to start sending e-mails from the program.
If you are going to use Outlook integration you select this option
under View - Settings - User -
Settings per Module - Outlook.
With the integration activated, you can specify details for how the integration
should work. Find out more about the user settings for Outlook here.
Now re-start Outlook. If you are using the integration you will see
a menu bar for the program in Outlook.
You can now start using the program to send e-mails to your contacts.
System administrator: The e-mail settings are made at individual user level.
Outlook
If you have selected to use Outlook integration, all New elements in Outlook will automatically be synchronised with your Mamut system. Incoming e-mails, sent elements and elements in the calendar and the task lists that were received/registered before you activated the integration, will not be synchronised automatically. You can transfer these manually by marking an element in Outlook and clicking on Transfer.
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