View - Settings - User
- Settings per Module - Outlook
Integration
E-mail editor for outgoing mail: Here you select whether you want to the use the program's own or Outlook's e-mail editor when writing and editing outgoing e-mails.
Note! The program will use Outlook to send the e-mails you create, regardless of your selection here.
Use/Do not use Outlook integration: Here you select whether you want to synchronise the system with Outlook. If you select to use the integration, the other settings in the tab will be activated.
Transfer from the program to MS Outlook
Activities you create in the program can be transferred to the calendar and task list in Outlook. You decide whether you want to make use of the feature here.
Transfer from MS Outlook to the program
Automated synchronisation means that activities will be created in the program automatically based on the selections you have made in the user settings for Outlook. Activities can be created automatically based on outgoing e-mails, incoming e-mails, elements in the task list and elements in the calendar. To create activities for outgoing and incoming e-mails the recipient/sender has to be registered as a contact or contact person in the program together with the respective e-mail address.
Manual transfer means that you can choose to create an activity in the program manually based on the selections you have made in the user settings for Outlook. You can create activities for outgoing e-mails, incoming e-mails, elements in the task list and elements in the calendar by clicking on the Transfer or Transfer all buttons. Activities are created on the basis of the involved e-mail address. This has to be registered for a contact/company contact in the program so that Outlook can identify which contact the activity should be created for.
Import attachment: You can choose whether attachments to e-mails you receive should be transferred to the Document module in the program and if so, which types of attachments.
Note! By default, all types of attachment are transferred if you opt to import attachments.
You can exclude certain file types or define which file types should be imported. You do so by clicking on the File types button.
E-mail address and company database
At the bottom of the screen you will see which e-mail address the integration is working against. This address is retrieved from the E-mail field of the main card in the user settings.
Outlook integration can only be applied to one company database. If you have several company databases you need to select which one you want to integrate with. However, you can change the target company database by turning the integration off where it is active and then turning it on in a different company database.
Default values
The Default values tab will only be active if you have selected to Use Outlook integration under the Integration tab.
If you are going to transfer e-mails from Outlook you should define some default values for the activities to be created. The program usually suggests an Activity type, that the Status for the activity should be Completed and that the Responsible for the activity should be the logged-on user. You can also select a Project as a default value, if this is of use to you.
In the Type drop-down list you can select that the default activity type is to be Inherit(ed) from the user settings for Activity. With this option the default activity type from these settings will be applied to the Outlook-based activities.
Recurring items: In Outlook, an item in the calendar can be set to recur so that meetings or other activities are repeated in the calendar. Such recurring items can only be synchronised as one element in the program. This means only the first occurrence will be synchronised.
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