E-Mailing
Configuration
1. To set up e-mailing, go to your profile and click on "Change mail options":
2. Now enter your account data from your mail provider. Please contact your technical support for this.
3. Please inform the WMC hotline that you are using the e-mailing functionality in your installation so that WMC can activate automatic synchronization.
Use
Now you can create and send the e-mail. After sending, the e-mail remains open. Click on E-Mailing to enter the e-mail list. The message can be created from the main menu or directly from the contact or policy.
Benefits
The E-Mailing module offers the user the possibility to send and receive e-mails directly from the program. The sent or received message is automatically assigned by the system directly to the right contact or even policy.
Good to know:
E-mails are filed directly with the customer or the policy if there is a reference:
E-mail address is recognized because it is available in the address book; subject line: Policy number in square brackets [xxx] → E-mail is filed with the corresponding policy.
- The synchronization takes place automatically every 5 minutes.
- Outgoing e-mails are not synchronized.
- STMP + IMAP must be supported for synchronization to be possible.
- E-mails can be sent directly from the word processor. A PDF is then automatically generated.
Limitations
- Mass sending is not possible.
- Templates cannot be created and used.
- Signatures cannot be stored.
- Variables are not supported.