E-mail

In the "Settings" area, you can see e-mail History in the "E-mails" section under the item images/download/thumbnails/275254916/Sent-e-Mails_img.png .

If you click on images/download/thumbnails/275254931/New-e-mail_img.png , you can write a new e-mail. Editing existing e-mail templates or creating new templates is also possible in this area. In addition, you can select a data source for the e-mail, which contains, for example, data of the contact person. You can then use the data source as a placeholder in the email. Via the item images/download/thumbnails/275254907/Data-sources_img.png you can edit an existing data source or create a new one.

Permissions

The user is permitted, as long as the user is not an external user. The checkbox for "E-mail functionality activated" must be ticked. Activate it in the "Settings" under "Administration" via the link images/download/thumbnails/275254884/General-settings_img.png in the area images/download/thumbnails/275254227/General-General-Settings_img.png . Only the system administrator may use the actions "Templates", "New Template", "Data Sources" and "New Data Source".