E-mail

In the "Settings" area, you can see e-mail History in the images/download/thumbnails/494470741/E-Mails_men%C3%BC_EN_img.png section under the item images/download/thumbnails/494471208/Gesendete-E-Mails_EN_img.png . If you click on images/download/thumbnails/494471251/Neue-E-Mail_Text_EN_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/494471183/Datenquellen_EN_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 images/download/thumbnails/494470693/Administration_men%C3%BC_img.png via the link images/download/thumbnails/494471117/Allgemeine-Einstellungen_EN_img.png in the area images/download/thumbnails/494469533/Allgemein-Allgemeine-Einstellungen_EN_img.png . Only the system administrator may use the actions "Templates", "New Template", "Data Sources" and "New Data Source".