Getting started with E-mail

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.