How do I...

 

To Send/receive messages use corresponding tools in the Service Pane.

 

 

 

1. To create a new message click the "Add" button and the Message window will be opened.

 

2. Enter recipient email address and subject

 

3. Type your text

 

4. Attach files if needed

 

5. Press "Send a message". At that message will be placed to the "Outbox" folder.

 

 

1. To create new message using a template click corresponding tool in the Service Pane.

 

2. Select needed template and click the "Add" button. At that the message template will be opened.

 

3. Enter recipient email address

 

4. Type your text

 

5. Attach files if needed

 

6. Press "Send a message". At that message will be placed to the "Outbox" folder.

 

 

1. To create a new template use the "Message templates" tool in the Service Pane.

 

2. Click the "Add" button and fill in the Template window

 

3. Press "OK" to save a new template.

 

 

To add the message sender to the Contacts use corresponding tool in the Service Pane.

 

 

1. Click "Email accounts" tool in the Service sidebar.

 

2. Add a new email account

 

3. Enter Sender name, that will be displayed as a Sender. For example: John Smith.

 

4. Enter your email address to the "Sender" field.

 

5. Select the Email protocol (POP3 or IMAP)

 

6. Define your Incoming and Outgoing Email servers.

 

7. Enter your login and password.

 

8. Press "OK" to save an email account.

 

 

To establish email rules use the corresponding tool in the Service Pane.

  

Select existing rule or create new one.

Email rules are used to :

automatically move incoming messages to certain folders

automatically reply to certain types of incoming messages using template

 

To create email rules use the "Add a Rule" window.

 

 

1 Open the Accounts tab in the Message details and click the "Add" button.

 

2 Select an account and click "OK".

 

 

1 Open the Contacts tab in the Message details and click the "Add" button.

 

2 Select a contact and click "OK".

 

 

1. Open the Sale tab in the Message details and click the "Add" button.

 

2. Select a sale and click "OK".