The E- mail Editor in the Program


View - 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:

  1. 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.

  2. Click Attachment if you have a document you want to attach.

  3. Enter a Subject for the contents of the E-mail.

  4. Select a template from the Select template drop-down list if you want to base the contents on an e-mail template.

  5. Select Project if the E-mail will be linked to a project.

  6. 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.

  7. 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.


Read more about:

E-mail in the Program

E-mail Templates

User Settings for Outlook

Outlook Integration