662 lines
60 KiB
Plaintext
662 lines
60 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Mail. Getting Started";
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MetaKeyWords = "send, receive, compose, read conversations, add tags, manage received messages, manage several email accounts";
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MetaDescription = "Manage your correspondence right on the portal with Mail";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Report Templates";
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guides.RelatedTips = "Are you tired of generating reports manually? Now you can set up needed parameters once and regularly receive automatic reports by email.";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter GettingStarted">
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<ul class="TableOfContents">
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<li><span class="gs_link gs_active" id="all">All</span></li>
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<li><span class="gs_link" id="Overview">Overview</span></li>
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<li><span class="gs_link" id="CreatingEditingAccount">Creating/editing account</span></li>
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<li><span class="gs_link" id="ChangingAccountSettings">Changing account settings</span></li>
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<li><span class="gs_link" id="MailServer">Configuring mail server</span></li>
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<li><span class="gs_link" id="SendingReceivingMessages">Sending/receiving messages</span></li>
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<li><span class="gs_link" id="ManagingContacts">Managing Contacts</span></li>
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<li><span class="gs_link" id="IntegratingwithCRM">Integrating with CRM</span></li>
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<li><span class="gs_link" id="IntegratingwithCalendar">Integrating with Calendar</span></li>
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<li><span class="gs_link" id="CreatingManagingTags">Creating/managing tags</span></li>
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</ul>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent ID="LocalizeContent14" runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-mail/onlyoffice-mail.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent3" runat="Server" ControlName="~/Controls/Help/Tags/manage-messages/manage-messages.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent4" runat="Server" ControlName="~/Controls/Help/Tags/inbox/inbox.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent5" runat="Server" ControlName="~/Controls/Help/Tags/email-accounts/email-accounts.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent6" runat="Server" ControlName="~/Controls/Help/Tags/email-adresses/email-adresses.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent7" runat="Server" ControlName="~/Controls/Help/Tags/contacts/contacts.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent8" runat="Server" ControlName="~/Controls/Help/Tags/send-email/send-email.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent9" runat="Server" ControlName="~/Controls/Help/Tags/receive-email/receive-email.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent10" runat="Server" ControlName="~/Controls/Help/Tags/add-tag/add-tag.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent11" runat="Server" ControlName="~/Controls/Help/Tags/delete-tags/delete-tags.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent12" runat="Server" ControlName="~/Controls/Help/Tags/edit-tags/edit-tags.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent13" runat="Server" ControlName="~/Controls/Help/Tags/font-formatting/font-formatting.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent16" runat="Server" ControlName="~/Controls/Help/Tags/invoices/invoices.ascx" /></li>
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<li><cc:LocalizeContent ID="LocalizeContent17" runat="Server" ControlName="~/Controls/Help/Tags/mail-server/mail-server.ascx" /></li>
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</ul>
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</div>
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<div class="gs_content" id="Overview_block">
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<h2>Overview</h2>
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<div class="PortalHelp">
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<p><b>Mail</b> is a communication tool designed to manage your correspondence right on the portal. This message management solution helps you work more efficiently, improve business communication and allows you to:</p>
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<ul>
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<li>manage one or several email accounts,</li>
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<li>communicate quickly and manage the contacts effectively,</li>
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<li>get access to <a class="see_also" href="#ManagingContacts_block">your personal, portal and CRM contact addresses</a>,</li>
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<li>organize email addresses in a single place,</li>
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<li><a class="see_also" href="#MailServer_block">create corporate mailboxes</a>,</li>
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<li><a class="see_also" href="#SendingReceivingMessages_block__manage">manage email messages</a> on the portal,</li>
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<li><a class="see_also" href="#SendingReceivingMessages_block__read">read your messages</a> in one place and respond to all of them,</li>
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<li>get access to message history, contacts and files through any browser any time, anywhere,</li>
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<li>link a conversation or a single message to existing <a class="see_also" href="#IntegratingwithCRM_block">CRM elements</a> or <a class="see_also" href="#IntegratingwithCRM_block__newcontacts">create new CRM contacts</a> on the base of conversations,</li>
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<li><a class="see_also" href="#IntegratingwithCRM_block__invoices">send invoices</a> from CRM module,</li>
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<li><a class="see_also" href="#ChangingAccountSettings_block__addingSignature"> create a signature</a>,</li>
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<li>use the <a class="see_also" href="#ChangingAccountSettings_block__mailAutoreply"> Mail autoreply feature</a>,</li>
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<li><a class="see_also" href="#SendingReceivingMessages_block__emailIn"> save attachments to any folder in Documents module</a>,</li>
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<li>create, customize and <a class="see_also" href="#CreatingManagingTags_block">use tags</a> for fast and easy message management,</li>
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<li>receive <a class="see_also" href="#IntegratingwithCalendar_block">calendar event notifications</a>, accept or decline invitations,</li>
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<li>use on-portal notifications when you receive new messages.</li>
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</ul>
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<p>To access <b>Mail</b> just click the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon available at the top of each portal page.</p>
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</div>
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</div>
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<div class="gs_content" id="CreatingEditingAccount_block">
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<h2>Creating/editing account</h2>
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<div class="PortalHelp">
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<p>To send, receive and keep your messages in order right on the portal first of all you need to set up an account. To do that,</p>
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<ol>
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<li>click the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon at the top of any portal page,</li>
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<li>click the <b>Add new account</b> button in the opened window,</li>
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<li>complete the following fields: email and password,
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<p>If necessary, use the <b>Advanced</b> option to enter the following parameters: Email, Account name, Receive mail fields (POP Server, Port, Login, Password) and Send mail fields (SMTP Server, Port, Login, Password).</p></li>
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<li>click the <b>Add account</b> button to connect an account.</li>
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</ol>
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<div class="screen_block">
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<img alt="Create Account" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CreateAccount.png")%>" />
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<img alt="Create Account" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CreateAccount.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>If you have a gmail account you can connect it to <b>Mail</b> using the <img alt="Google" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/google.png")%>" /> icon. To do that, </p>
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<ol>
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<li>click the <img alt="Google" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/google.png")%>" /> icon which is situated in the right part of the <b>Add mail account</b> window,</li>
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<li>in the open window enter your <b>Email</b> and <b>Password</b>,</li>
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<li>press the <b>Sign in</b> button,</li>
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<li>grant the access to your account to the <b>Mail</b> application,</li>
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<li>in the open <b>Done</b> window press the <b>OK</b> button.</li>
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</ol>
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<p>The mail importing process starts. This might take some time. You can close the window and continue using the portal or even close the browser. The importing will continue in the background. When the importing process is finished, all messages from your mail account will be loaded into the <b>Inbox</b> folder and you can start working with your correspondence.</p>
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<div class="inner_delimiter"></div>
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<p>In case you need to add one more account, follow these steps:</p>
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<ol>
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<li>click the <b>Settings</b> section on the left-side menu,</li>
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<li>select the <b>Accounts Management</b> option,</li>
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<li>click the <b>Add New Account</b> button above the list of the existing accounts,</li>
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<li>follow the account creation procedure described above,</li>
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<li>click the <b>Add account</b> button to connect a new account.</li>
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</ol>
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<p>The messages of the new added mail account will be loaded into the <b>Inbox</b> folder.</p>
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<div class="inner_delimiter"></div>
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<p>To edit an account (if you have changed the password for example) complete the following steps:</p>
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<ol>
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<li>click the <b>Settings</b> section on the left-side menu,</li>
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<li>select the <b>Accounts Management</b> option,</li>
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<li>select the necessary account from the list and click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right,</li>
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<li>select the <b>Edit</b> option to open the <b>Accounts Management</b> window,</li>
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<li>type in the necessary parameters to make changes,</li>
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<li>click the <b>Save</b> button.</li>
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</ol>
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<div class="notehelp">
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The settings for the accounts connected using OAuth cannot be edited. You can only change the account name for them.
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</div>
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<div class="inner_delimiter"></div>
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<p>If you have decided to delete an account from <b>Mail</b>:</p>
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<ol>
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<li>click the <b>Settings</b> section on the left-side menu,</li>
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<li>select the <b>Accounts Management</b> option,</li>
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<li>select the necessary account from the list and click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right,</li>
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<li>select the <b>Delete</b> option,</li>
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<li>click the <b>Delete</b> button to confirm the account elimination.</li>
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</ol>
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<p>All messages of this account will be removed from the <b>Inbox</b> folder.</p>
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<p>If you don't need an account any longer but you want to save all the messages that have already been sent to it just <b>Deactivate</b> your account. If you choose this option you won't receive new messages from the deactivated account but the previously received messages will be displayed in your <b>Mail</b> and you could access them any time.</p>
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</div>
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</div>
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<div class="gs_content" id="ChangingAccountSettings_block">
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<h2>Changing account settings</h2>
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<div class="PortalHelp">
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<a id="ChangingAccountSettings_block__addingSignature"></a>
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<h6>Adding Signature</h6>
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<p><b>Mail</b> allows you to add a <b>signature</b> to your email messages.</p>
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<p>To do that,</p>
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<ol>
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<li>go to the <b>Settings</b> section on the left-side menu and choose the <b>Accounts Management</b> option,</li>
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<li>click the <b>Manage signature</b> button next to the needed account,
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<div class="screen_block">
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<img alt="Activate Signature" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/ActivateSignature.png")%>" />
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<img alt="Activate Signature" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/ActivateSignature.png")%>" />
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<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</li>
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<li>in the opened 'Manage signature' window set up your own signature,
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<div class="notehelp">
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Your choice is not restricted to the name only. You may use a text, picture, link or even generated html code as a signature.
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</div></li>
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<li>click the <b>Save</b> button.
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<div class="screen_block">
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<img alt="Create Signature" target="img11_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CreateSignature.png")%>" />
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<img alt="Create Signature" id="img11_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CreateSignature.png")%>" />
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<div target="img11_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</li>
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</ol>
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<p>Your personal signature will be added automatically every time you send an email from the account with the signature preconfigured.</p>
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<p>If you want to change or delete the signature,</p>
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<ol>
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<li>go to the <b>Settings</b> section on the left-side menu and choose the <b>Accounts Management</b> option,</li>
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<li>click the <b>Manage signature</b> button next to the needed account,</li>
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<li>in the opened 'Manage signature' window change the signature or delete it,
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<div class="notehelp">
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You may also deactivate it temporarily unchecking the <b>Use signature</b> box.
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</div></li>
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</ol>
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<div class="inner_delimiter"></div>
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<a id="ChangingAccountSettings_block__mailAutoreply"></a>
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<h6>Enabling Mail Autoreply feature</h6>
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<p>You can set up your accounts connected to the <b>Mail</b> module to send <b>automatic replies</b> when you are away.</p>
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<p>To do that,</p>
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<ol>
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<li>go to the <b>Settings</b> section on the left-side menu and choose the <b>Accounts Management</b> option,</li>
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<li>select the necessary account from the list and click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right,</li>
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<li>select the <b>Mail autoreply</b> option,</li>
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<li>in the opened 'Mail autoreply' window check the <b>Turn autoreply on</b> option to enable the autoreply feature,</li>
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<li>check the <b>Send autoreply to people in contacts only</b> option, if you want automatic replies to be sent to the email addresses stored in your address book only (including <b>Personal</b>, <b>Portal</b> and <b>CRM Contacts</b>).</li>
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<li>if necessary, set the period when the feature should work. The start date is automatically set to a current date, but you can change it. Check the <b>To</b> box and set the end date.</li>
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<li>fill in the message <b>Subject</b> and <b>Body</b>,
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<div class="notehelp">
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If you have set up a signature, it will also be added into automatic responses.
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</div>
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</li>
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<li>click the <b>Save</b> button.</li>
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</ol>
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<div class="screen_block">
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<img alt="Mail Autoreply" target="img21_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/MailAutoreply.png")%>" />
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<img alt="Mail Autoreply" id="img21_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/MailAutoreply.png")%>" />
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<div target="img21_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>Once the <b>Mail autoreply</b> feature is enabled, an information message will be displayed when you access <b>Mail</b>. Using the links in this message you will be able to quickly <b>disable</b> the feature or go to the <b>Accounts Management</b> page to change the settings. At the <b>Accounts Management</b> page, you can also turn <b>Mail autoreply</b> off by clicking the corresponding link.</p>
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<p>When the <b>Mail autoreply</b> feature is enabled, an automatic response will be sent to all incoming messages, except when:</p>
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<ul>
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<li>a message has been received from your account or from a mail group,</li>
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<li>an automatic response has already been sent to this address within one day,</li>
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<li>a message is a newsletter,</li>
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<li>the <b>Send autoreply to people in contacts only</b> option is checked and the sender's email address is not stored in your address book.</li>
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</ul>
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</div>
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</div>
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<div class="gs_content" id="MailServer_block">
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<h2>Configuring mail server</h2>
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<div class="PortalHelp">
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<p>From now on <b>Mail</b> not only aggregates the emails from different email services that you use but also gives you an opportunity to add a mail server to your domain. So, if you have your own domain you can easily create and manage corporate mailboxes right on your portal.</p>
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<div class="notehelp">
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Only the portal owner and administrator can set up the domains, create, manage and delete corporate mailboxes.
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</div>
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<p>To set up your first domain,</p>
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<ol>
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<li>click the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon at the top of any portal page (if you haven't created any account yet) and click the <b>Set up domain</b> link or go to the <b>Settings</b> section of the <b>Mail</b> module,</li>
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<li>choose the <b>Mail Server</b> option and click the <b>Add your own domain</b> button,
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<div class="screen_block">
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<img alt="Add Domain" target="img16_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/AddDomain.png")%>" />
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<img alt="Add Domain" id="img16_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/AddDomain.png")%>" />
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<div target="img16_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</li>
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<li>follow the wizard instructions to set up the domain:
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<ul>
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<li>enter your domain name in the corresponding field and click the <b>Next</b> button,</li>
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<li>prove the domain ownership by adding <b>TXT record</b> to the control panel of your domain using the information provided in the wizard instruction and click the <b>Next</b> button,</li>
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<li>add the <b>MX record</b> to the control panel of your domain using the information provided in the wizard instruction and click the <b>Next</b> button,</li>
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<li>add the <b>SPF record</b> to the control panel of your domain using the information provided in the wizard instruction and click the <b>Next</b> button,</li>
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<li>add the <b>DKIM record</b> to the control panel of your domain using the information provided in the wizard instruction and click the <b>Complete</b> button.</li>
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</ul>
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</li>
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<li>in the appeared window click the <b>OK</b> button.</li>
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</ol>
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<p>The added domain will be shown on the domains list page. Using the <b>Add your own domain</b> button you can add as many domains as you need.</p>
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<p>Using the domain menu you can:</p>
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<ul>
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<li>Check the <b>DNS settings</b>,</li>
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<li><b>Delete domain</b> if you don't need it any more.</li>
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</ul>
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<p>If you see the red notification next to the added domain, it means that some of the DNS records are incorrect or that they haven't been updated yet (this process may take from several minutes to several hours). Wait some time and if the notification remains click the <b>DNS settings</b> link to learn which DNS record you need to check.
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Click the <b>Verify</b> button to update the DNS settings information. Once updating is over, you can add the first mailbox.</p>
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<p>In case you don't have your own domain you can use our free default domain. You can find it on the <b>Mail server</b> page of the <b>Settings</b> section.</p>
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<p>To create a new mailbox,</p>
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<ol>
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<li>choose the needed domain (it can be either our domain or yours),</li>
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<li>click the <b>Add new mailbox</b> link,</li>
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<li>in the <b>Create new mailbox</b> window type the <b>Mailbox address</b> in the corresponding field and choose the user you want to create a mailbox for using the <b>Add user</b> link. The <b>Sender name</b> field will be filled in automatically with the information from the user profile, but you can change the name, if necessary,
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<div class="notehelp">
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You can create only two mailboxes for one user for each domain.
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</div>
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</li>
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<li>click the <b>Save</b> button.
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<div class="notehelp">
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There is a second way to create a mailbox for our default domain. Go to the <b>Accounts Management</b> page, click the <b>Create Mailbox</b> button and follow the instruction described above.
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</div>
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</li>
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</ol>
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<div class="screen_block">
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<img alt="Create New Mailbox" target="img17_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CreateNewMailbox.png")%>" />
|
||
<img alt="Create New Mailbox" id="img17_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CreateNewMailbox.png")%>" />
|
||
<div target="img17_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>Using the mailbox menu you can <b>Edit mailbox aliases</b> or <b>Delete</b> a mailbox. If you want to learn more about aliases and mail groups, read the <a target ="_blank" class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/alias-groups.aspx")%>">Tips and Trips</a> section.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="SendingReceivingMessages_block">
|
||
<h2>Sending/receiving messages</h2>
|
||
<div class="PortalHelp">
|
||
<p>Once you've added an email account to <b>Mail</b> or have created a mailbox right on the portal you can send and receive emails.</p>
|
||
<p>To send an email,</p>
|
||
<ol>
|
||
<li>click the <b>Create New Email</b> button in the upper left corner to open the page where you will be able to create a message,
|
||
<p>In case you have several accounts, you need to select one to send a message. To do that, click the black arrow next to the <b>From:</b> field to open the drop-down list and select the necessary account.</p>
|
||
<div class="notehelp">
|
||
You can set the default account on the <b>Accounts management</b> page of the <b>Settings</b> section. To do that, check the account you want to set as default for sending the emails.
|
||
</div></li>
|
||
<li>start typing the recipient email address or name in the <b>To:</b> filter field and choose the needed one from the list. The contacts stored in your address book that match the entered characters are displayed there as you type (i.e. your personal, CRM and portal contacts as well as email adresses you've already sent emails to).
|
||
<p>You can send a message to more than one person. Select several addresses from the list one by one or enter multiple new addresses separated by commas. If an email address is entered incorrectly, the address block will be highlighted in red. To edit an address, double click the necessary address block. To delete an address from the <b>To:</b> field, click the <img alt="Delete Address Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/deleteaddressicon.png")%>" /> icon.</p>
|
||
<div class="notehelp">
|
||
When entering email addresses, you can also use common keyboard shortcuts: <b>Ctrl+A</b> to select all address blocks or all content within the block being edited, <b>Ctrl+C</b> to copy the selected data, <b>Ctrl+V</b> to paste the previously copied data, <b>Ctrl+Z</b> to undo the last performed action, <b>Ctrl+Y</b> to redo the last undone action.
|
||
</div>
|
||
<div class="screen_block">
|
||
<img alt="Add Multiple Email Addresses" target="img22_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/EmailAddresses.png")%>" />
|
||
<img alt="Add Multiple Email Addresses" id="img22_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/EmailAddresses.png")%>" />
|
||
<div target="img22_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>To send a copy to multiple addresses, use the <b>Add copy</b> link situated to the right of the <b>To:</b> field.</p>
|
||
</li>
|
||
<li>enter a subject of your message in the <b>Subject:</b> field,</li>
|
||
<li>write your message,
|
||
<p>To format your message, insert a link or an image use the formatting toolbar located above the message body field.</p>
|
||
<p>You can also attach documents from your local drive or <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/documents.aspx")%>">Documents</a> module to the message using the corresponding buttons under the message body field. Remember, that the file size must not exceed 15 MB and the total size of all files must not exceed 25 MB.</p>
|
||
<div class="notehelp">
|
||
If the file size exceedes the allowed limit, you'll be suggested to send the attachment(s) as a link(s) to the needed document(s). In such case all the files you want to send will be saved in <b>My Documents</b> folder.
|
||
</div>
|
||
</li>
|
||
<li>assign a tag,
|
||
<p>The tags are used to simplify the search and message organization. To assign a tag to the message, click the <b>Add Tag</b> button at the top of the message body field and select the necessary tag or create a new one.</p></li>
|
||
<li>click the <b>Send</b> button.
|
||
<div class="screen_block">
|
||
<img alt="Create Mail" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CreateMail.png")%>" />
|
||
<img alt="Create Mail" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CreateMail.png")%>" />
|
||
<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>To send your message later, click the <b>Save</b> button. Your message will be saved in the <b>Drafts</b> folder. To access your draft, just click the corresponding folder on the left-side menu.</p></li>
|
||
</ol>
|
||
|
||
|
||
<div class="inner_delimiter"></div>
|
||
<a id="SendingReceivingMessages_block__manage"></a>
|
||
<h5>Managing Messages in the Inbox Folder</h5>
|
||
<p>In order to update the <b>Inbox</b> folder, just click the <img alt="Get New Messages Button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/GetNewMessagesButton.png")%>" /> button. All the conversations which you haven't read yet are displayed next to the <b>Inbox</b> caption or over the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon. If you click the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon you'll see the list of new conversations/messages, click the <b>See all</b> link to open them in the inbox. The number of messages in one conversation is displayed next to the name of a sender, for example: <img alt="Number of letters Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/NumberofLettersIcon.png")%>" />.</p>
|
||
<p>To organize the received emails,</p>
|
||
<ul>
|
||
<li>use the <b>Filter</b> field to view the conversations according to the selected criteria:
|
||
<p>Status</p>
|
||
<ul>
|
||
<li><b>Unread</b> to display the conversations with unread messages;</li>
|
||
<li><b>Read</b> to display the conversations that have been read.</li>
|
||
</ul>
|
||
<p>By period</p>
|
||
<ul>
|
||
<li><b>Today</b> to display the conversations of today;</li>
|
||
<li><b>Yesterday</b> to display the conversations of yesterday;</li>
|
||
<li><b>Last week</b> to display the conversations of last week;</li>
|
||
<li><b>Custom period</b> to display the conversations of the specified period.</li>
|
||
</ul>
|
||
<p>Other</p>
|
||
<ul>
|
||
<li><b>Important</b> to display the flagged conversations;</li>
|
||
<li><b>With attachment</b> to display the conversations with attachment only;</li>
|
||
<li><b>From sender</b> to display the conversations of the specified sender;</li>
|
||
<li><b>To mail address</b> to display the conversations with a specified email address;</li>
|
||
<li><b>With tag</b> to display the conversations with a specified tag only;</li>
|
||
<li><b>With calendar</b> to display the conversations with calendar events only.</li>
|
||
</ul>
|
||
</li>
|
||
<li>mark the needed group of conversations <b>All</b>, <b>Read</b>, <b>Unread</b>, <b>Important</b>, <b>With attachment</b>, <b>None</b> or some necessary conversations from different groups and choose an appropriate operation:
|
||
<ul>
|
||
<li><b>Delete</b> - to move the selected conversation(s) to the <b>Trash</b> folder,
|
||
<p>You can delete all the conversations from the <i>Trash</i> folder in one click. You only need to click the <img alt="Trash Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Trash.png")%>" /> icon which appears when you hold the cursor on the <b>Trash</b> caption.</p></li>
|
||
<li><b>Spam</b> - to move the selected conversation(s) to the <b>Spam</b> folder,
|
||
<p>Remember that it's impossible to restore the conversations deleted from the <b>Spam</b> folder.</p></li>
|
||
<li><b>Mark as read</b> - to mark the selected conversation(s) as read</li>
|
||
<li><b>Mark as unread</b> - to mark the selected conversation(s) as unread</li>
|
||
<li><b>Add tag</b> - to assign a selected or created tag to the selected conversation(s),</li>
|
||
</ul>
|
||
<div class="notehelp">
|
||
You can also use the conversation context menu to perform the desired operation. Check the necessary conversations, right click the selected area and choose the needed option: <b>Mark as Read/Unread</b>, <b>Spam</b>, <b>Delete</b>.
|
||
If you choose only one conversation, you'll see the advanced context menu. Choose one of the available options: <b>Open</b>, <b>Open in new tab</b>, <b>Reply</b> <b>Reply All</b>, <b>Create Email to Sender</b>, <b>Forward</b>, <b>Mark as Read/Unread</b>, <b>Mark as Important</b>, <b>Print</b>, <b>Spam</b>, <b>Delete</b>.
|
||
</div>
|
||
</li>
|
||
<li>add a <b>flag</b> to add a visual sign to the conversation,</li>
|
||
<li>use <b>Sort by</b> option to view the conversations in the <b>Inbox</b> folder arranged by date.
|
||
<div class="screen_block">
|
||
<img alt="Inbox" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/Inbox.png")%>" />
|
||
<img alt="Inbox" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/Inbox.png")%>" />
|
||
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
<a id="SendingReceivingMessages_block__read"></a>
|
||
<h5>Reading&Printing Messages</h5>
|
||
<p>To read an email just click its subject.</p>
|
||
<p>When the conversation is open, by default, only the last sent or received message is shown. If you want to see all the messages of the conversation, click the <b>Expand all</b> link. If you want to hide them click the <b>Collapse all</b> link. You can pass from one open conversation to another using the <b>Previous</b> and <b>Next</b> links. Using the buttons situated above the message body field or the drop-down list, you can reply to the message, forward it, open it in a new tab, delete it, print, export it to CRM, mark it as unread, move it to the <b>Spam</b> folder, add a tag, link it with a CRM element, create a new personal or CRM contact on its base. </p>
|
||
<div class="notehelp">
|
||
To print all the messages in the conversation, open it, click the <b>More</b> button on the top and select the <b>Print all</b> option. To print a single message from the conversation, click the corresponding <b>Actions</b> button on the right and select the <b>Print</b> option.
|
||
</div>
|
||
<div class="screen_block">
|
||
<img alt="Read Message" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/ReadMessage.png")%>" />
|
||
<img alt="Read Message" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/ReadMessage.png")%>" />
|
||
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<h6>Displaying Images</h6>
|
||
<p>By default, images sent in a message are disabled for the security reasons. To see the images you need to press the <b>Display images</b> link. If you need to change display options click the <b>Always display images from "name of a sender"</b> caption. After you've applied this option all the images in a message sent by the chosen user will be displayed by default.</p>
|
||
<div class="screen_block">
|
||
<img alt="Enable Image" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/EnableImage.png")%>" />
|
||
<img alt="Enable Image" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/EnableImage.png")%>" />
|
||
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<a id="SendingReceivingMessages_block__emailIn"></a>
|
||
<h6>Working with Attachments</h6>
|
||
<p>The received email may contain attached files. Using <b>Mail</b> you can automatically save those files to any folder in the <b>Documents</b> module. To do that, you need to set up a folder for the attachments,</p>
|
||
<ol>
|
||
<li>go to the <b>Settings</b> section on the left-side menu and choose the <b>Accounts Management</b> option,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the account you want to set up the folder for,</li>
|
||
<li>choose the <b>Folder for Attachments</b> option and then the desired folder,</li>
|
||
<li>click the <b>OK</b> button.
|
||
<div class="screen_block">
|
||
<img alt="Folder For Attachments" target="img12_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/FolderForAttachments.png")%>" />
|
||
<img alt="Folder For Attachments" id="img12_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/FolderForAttachments.png")%>" />
|
||
<div target="img12_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
</ol>
|
||
<p>When the folder for attachments is set all the files attached to the future emails will be saved there.</p>
|
||
<div class="notehelp">
|
||
You can easily <b>Unlink</b> or change the attachment folder following the steps described above. But please note, if you change the folder all the previously saved attachments won't be transferred to a new folder. The changes will be applied only to new emails.
|
||
</div>
|
||
<p>Using the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the attachment you also can: </p>
|
||
<ul>
|
||
<li><b>Download</b> a file to your computer,</li>
|
||
<li><b>View</b> a file in your browser,</li>
|
||
<li><b>Open</b> a file (text file, spreadsheet or presentation) <b>in document editor</b>,</li>
|
||
<li><b>Save</b> a file <b>to Documents</b> module selecting the folder you need.
|
||
<div class="screen_block">
|
||
<img alt="Attachment Options" target="img13_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/AttachmentOptions.png")%>" />
|
||
<img alt="Attachment Options" id="img13_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/AttachmentOptions.png")%>" />
|
||
<div target="img13_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<div class="gs_content" id="ManagingContacts_block">
|
||
<h2>Managing Contacts</h2>
|
||
<div class="PortalHelp">
|
||
<p><b>Mail</b> as an indispensable tool of business communication allows you to carry on correspondence with your personal contacts, portal users as well as with CRM contacts. All the contacts are stored in the <b>address book</b>. To access it, expand the <b>Contacts</b> section on the left-side menu and select the <b>Personal Contacts</b>, <b>Portal Contacts</b> or <b>CRM Contacts</b> list.</p>
|
||
<p>The <b>Personal Contacts</b> list displays the people you've already sent emails to (they can be filtered by the <b>Frequently contacted</b> parameter) and those who have been added as your personal contacts.</p>
|
||
<ul>
|
||
<li>You can create completely new contacts using the <b>Create contact</b> button on the top of the list or save existing contacts using the <b>Add to contacts</b> option from the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> menu.
|
||
<div class="notehelp">
|
||
To add a new personal contact, you can also open an incoming message, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right and select the <b>Create personal contact</b> option.
|
||
</div>
|
||
<p>Fill in the <b>Add to contacts</b> form specifying the person <b>Name</b>, <b>Email</b>, <b>Phone</b> (use the <img alt="Plus Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/PlusIcon.png")%>" /> icon to add additional phone numbers or email addresses) and <b>Description</b> and click <b>Save</b>. Once you have saved some contacts, you can filter them by the <b>Personal contacts</b> parameter.</p>
|
||
<div class="screen_block">
|
||
<img alt="Add New Personal Contacts" target="img19_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CreatePersonalContact.png")%>" />
|
||
<img alt="Add New Personal Contacts" id="img19_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CreatePersonalContact.png")%>" />
|
||
<div target="img19_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
<li>To edit a personal contact click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon, select the <b>Edit contact</b> option, change the necessary data and click <b>Save</b>.</li>
|
||
<li>To remove contacts from the list, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon and use the <b>Delete</b> option for each separate contact or check several contacts and click the <b>Delete</b> button on the top of the list.</li>
|
||
</ul>
|
||
<p>Within the <b>Portal Contacts</b> and <b>CRM Contacts</b> lists, you can click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon and select the <b>View contact profile</b> option to open a contact profile or the <b>Add to contacts</b> option to save it to your personal contacts. You can also use the <b>Filter</b> to display:</p>
|
||
<ul>
|
||
<li>portal contacts which are included into a certain <b>Group</b>,</li>
|
||
<li>all CRM <b>companies</b> or all <b>persons</b> only, or the CRM contacts <b>with opportunities</b>,</li>
|
||
<li>CRM contacts of a certain <b>temperature level</b> only,</li>
|
||
<li>CRM contacts with a specified <b>tag</b> only.</li>
|
||
</ul>
|
||
<p>To send an email to a contact,</p>
|
||
<ol>
|
||
<li>select the <b>Personal Contacts</b>, <b>Portal Contacts</b> or <b>CRM Contacts</b> list,</li>
|
||
<li>select the necessary contact from the list,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the selected contact and use the <b>Compose mail</b> option.
|
||
<div class="screen_block">
|
||
<img alt="CRM Contacts" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CRMContacts.png")%>" />
|
||
<img alt="CRM Contacts" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CRMContacts.png")%>" />
|
||
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>Alternatively use the <b>Compose mail</b> button situated above the contact list to send a message to the contact(s) you have selected checking the box next to the contact name.</p></li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
<div class="gs_content" id="IntegratingwithCRM_block">
|
||
<h2>Integrating with CRM</h2>
|
||
<div class="PortalHelp">
|
||
<p><b>Mail</b> gives you an opportunity to link a conversation or a single message to a CRM element with the purpose to transfer all the necessary information about the contacts, cases, opportunities sent by email to your CRM module. </p>
|
||
|
||
<p>There is a difference between linking a conversation and single message to a CRM element. If you link a conversation, all the conversation existing messages and as well as future ones will be transferred to the CRM module. If you link a single message to a CRM element, only this message will be displayed in the CRM module.</p>
|
||
<p>To link a conversation to a CRM element,</p>
|
||
<ol>
|
||
<li>choose a conversation and open it,</li>
|
||
<li>сlick the <b>More</b> button in the upper part of the page and select the <b>Link with CRM</b> option,</li>
|
||
<li>in the opened <b>Link conversation with CRM</b> window select the element you want to link your conversation to opening the drop-down list,
|
||
|
||
<p>There are three available options in Mail, they are: <b>Contact</b>, <b>Case</b> and <b>Opportunity</b>. The default option is <b>Contact</b>.</p></li>
|
||
|
||
<li>enter the name of an element fully or partially,
|
||
|
||
<div class="notehelp">
|
||
You can link your conversation to several CRM elements at once.
|
||
</div>
|
||
<p>If you've added an element by mistake and want to delete it click the <img alt="Eliminate" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon.png")%>" /> icon next to its name.</p>
|
||
</li>
|
||
<li>click the <b>Save</b> button.</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Link conversation" target="img8_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/LinkConversation.png")%>" />
|
||
<img alt="Link conversation" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/LinkConversation.png")%>" />
|
||
<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
|
||
<p>To link a single message to a CRM element,</p>
|
||
<ol>
|
||
<li>open the required conversation,</li>
|
||
<li>click the desired message,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right and select the <b>Export to CRM</b> option,</li>
|
||
<li>in the opened <b>Export to CRM</b> window select the element you want to link your message to opening the drop-down list,</li>
|
||
<li>enter the name of an element fully or partially,
|
||
<p>If you've added an element by mistake and want to delete it click the <img alt="Eliminate" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon.png")%>" /> icon next to its name.</p>
|
||
</li>
|
||
<li>click the <b>Export</b> button.</li>
|
||
</ol>
|
||
<p>So that's it! You successfully transferred the necessary emails to the CRM module and since this moment you can look over your correspondence right on the element description page.</p>
|
||
<p>On the element description page in the CRM module you also can:</p>
|
||
<ul>
|
||
<li>see not only the messages of the conversation that have already been sent or received but the new ones as well;</li>
|
||
<li>open any message by clicking its subject;</li>
|
||
<li>open the attached files by clicking the <b>Show files</b> link;</li>
|
||
<li>delete a message by clicking the <img alt="Delete" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon2.png")%>" /> icon next to it.</li>
|
||
</ul>
|
||
<div class="screen_block">
|
||
<img alt="Element Page" target="img9_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/ElementPage.png")%>" />
|
||
<img alt="Element Page" id="img9_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/ElementPage.png")%>" />
|
||
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<p>To unlink a conversation from a CRM element,</p>
|
||
<ol>
|
||
<li>click the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon at the top of any portal page,</li>
|
||
<li>choose the necessary conversation and open it,</li>
|
||
<li>сlick the <b>More</b> button in the upper part of the page and select the <b>Link with CRM</b> option,</li>
|
||
<li>in the opened <b>Link conversation with CRM</b> window you'll see all the CRM elements linked with the conversation. If you want to delete all the linked elements, click the <b>Unlink all</b> button and confirm your choice. If you want to delete a certain CRM element click the <img alt="Eliminate" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon.png")%>" /> icon next to its name and then the <b>Save</b> button.
|
||
|
||
<div class="notehelp">
|
||
Remember that if you unlink a conversation from a CRM element, new messages won't be transferred to the CRM module any longer but all the previously transferred conversation messages will remain on the element description page.If you want to delete the conversation from the element description page delete the messages one by one clicking the <img alt="Eliminate2" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon2.png")%>" /> icon next to the corresponding message.
|
||
</div>
|
||
</li>
|
||
</ol>
|
||
<p>To unlink a single message from a CRM element go to the element description page and click the <img alt="Eliminate2" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Eliminateicon2.png")%>" /> icon next to the required message.</p>
|
||
<a id="IntegratingwithCRM_block__newcontacts"></a>
|
||
<p>You can also create a new CRM contact on the base of a conversation. To do that,</p>
|
||
<ol>
|
||
<li>open the required conversation,</li>
|
||
<li>click any message received from the sender you want to add to CRM contacts,</li>
|
||
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right and select the <b>Create new CRM person</b> or <b>Create new CRM company</b> option,</li>
|
||
<li>in the opened <b>Link conversation with CRM</b> window click the necessary button:
|
||
<ul>
|
||
<li><b>Create and link</b> - to create a new contact and link the current conversation with it,</li>
|
||
<li><b>Just create contact</b> - to create a new contact without linking the current conversation.</li>
|
||
</ul>
|
||
</li>
|
||
<li>a new CRM contact creation form will open. The <b>First name</b>, <b>Last name</b> (or <b>Company Name</b> for companies) and <b>Email</b> fields will be automatically filled in with the contact information from the received message. Add some other data, if necessary, and click <b>Save</b>.</li>
|
||
</ol>
|
||
<div class="screen_block">
|
||
<img alt="Create a new CRM Contact" target="img18_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/CreateCRMContact.png")%>" />
|
||
<img alt="Create a new CRM Contact" id="img18_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/CreateCRMContact.png")%>" />
|
||
<div target="img18_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<div class="inner_delimiter"></div>
|
||
<a id="IntegratingwithCRM_block__invoices"></a>
|
||
<p>You can send invoices from the CRM module using <b>Mail</b>. No doubt this feature will considerably save your time as long as you don't need to change between modules any longer.</p>
|
||
<p>To do that,</p>
|
||
<ol>
|
||
<li>go to <b>CRM</b> module,</li>
|
||
<li>click the <b>Create new</b> button and choose the <b>Invoice</b> option. Alternatively, go to the <b>Contacts</b> section and choose a person or company the invoice is going to be made out to and click the <b>Make out an invoice</b> button,
|
||
<div class="screen_block">
|
||
<img alt="Make Out Invoice" target="img14_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/MakeOutInvoice.png")%>" />
|
||
<img alt="Make Out Invoice" id="img14_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/MakeOutInvoice.png")%>" />
|
||
<div target="img14_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
<div class="notehelp">
|
||
If the invoice that you need to send is made out already, proceed to the step 5.
|
||
</div></li>
|
||
<li>fill out all the fields marked with the red sign,</li>
|
||
<li>click the <b>Add this invoice</b> button,</li>
|
||
<li>on the 'Invoices' page click <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the necessary invoice and select the <b>Send by email</b> option. You will be redirected to the <b>Mail</b>. There you'll see the letter with the invoice attached,
|
||
<div class="screen_block">
|
||
<img alt="Send Invoice" target="img15_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/SendInvoice.png")%>" />
|
||
<img alt="Send Invoice" id="img15_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/SendInvoice.png")%>" />
|
||
<div target="img15_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
<li>fill out all the necessary fields of the letter,</li>
|
||
<li>click the <b>Send</b> button.
|
||
<div class="notehelp">
|
||
If you want to send it later click the <b>Save</b> button.
|
||
</div></li>
|
||
</ol>
|
||
<p>There you are! Now you know how to easily send the invoices to your clients with <b>Mail</b>. If you want to know more about <b>Invoices</b> read the <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/CRM.aspx")%>">CRM</a> section.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="IntegratingwithCalendar_block">
|
||
<h2>Integrating with Calendar</h2>
|
||
<div class="PortalHelp">
|
||
<p>The <b>Mail</b> and <b>Calendar</b> integration gives you a possibility to exchange the calendar event information between the internal portal <a class="see_also" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/Calendar.aspx")%>"><b>Calendar</b></a> and some third-party calendar applications using the <b>Mail</b> module as a communication channel.</p>
|
||
<p>The integration is based on the common open <a class="see_also" href="<%=VirtualPathUtility.ToAbsolute("~/glossary.aspx#iCal")%>">iCalendar</a> format. <b>iCalendar</b> is a popular format for interchanging calendar and scheduling information over the Internet. <b>iCalendar</b> is supported by a large number of open and proprietary software, such as <em>MS Exchange Server</em>, <em>MS Office Outlook 2000-2013</em>, <em>Google Calendar/GMail</em>, <em>Outlook.com</em>, <em>Yandex Mail/Calendar</em>, <em>Mail.ru</em>, <em>Yahoo</em>, <em>Apple Mail/Calendar</em>, <em>Lotus</em>, <em>Zimbra</em>, <em>Mozilla Thunderbird with the Lightning extension</em> etc.</p>
|
||
<p>When the <b>Mail Aggregator</b> downloads email messages from any mail accounts connected to the <b>Mail</b> module, the service searches for files in the <b>iCalendar</b> format. If an email contains such a file, you can:</p>
|
||
<ul>
|
||
<li>view the information about the event: its date and time, location, organizer's name. The calendar event card is interactive, i.e. it changes depending on the source event state. If the event has been changed or deleted in the third-party calendar or in the internal portal <b>Calendar</b>, the event card will display corresponding changes and a new notification about the event update or cancellation will be sent to the event participants.
|
||
<ul>
|
||
<li>if you have been invited to an event from the third-party calendar application or the internal portal <b>Calendar</b>, you can respond to the invitation right from the email message clicking the <b>Yes</b>, <b>Maybe</b> or <b>No</b> button in the <b>Reply</b> section. You can change your decision later. When a participant accept, tentatively accept or decline the invitation, the event organizer will also receive an email notification.</li>
|
||
<li>view the event <b>Location</b> on the <b>map</b> (if the location has been specified by the organizer).</li>
|
||
<li>edit the event in the internal portal <b>Calendar</b> using the <b>Go to event</b> link. The events from the email messages are automatically imported to <b>My calendar</b> on the portal. When you edit an imported event, the changes will be applied to this calendar only, they will not affect the source event in the third-party calendar. In turn, any further changes to the source event in the third-party application will not have an effect on the imported event.</li>
|
||
<li>view other events scheduled for the event date clicking the <b>Go to Calendar</b> in the <b>Agenda</b> section.</li>
|
||
</ul>
|
||
<div class="screen_block">
|
||
<img alt="View Calendar Invitations" target="img20_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/Invitation.png")%>" />
|
||
<img alt="View Calendar Invitations" id="img20_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/Invitation.png")%>" />
|
||
<div target="img20_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</li>
|
||
<li>manually import events into the internal portal <b>Calendar</b>. While the events are imported automatically, you might need to import the event repeatedly from the email message, e.g. in case you delete it from your calendar. To do that, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the file and select the <b>Save to Calendar</b> option from the menu. The event will be saved to <b>My calendar</b>.</li>
|
||
<li>view <em>.ics</em> files. To do that, click the <b>More Details</b> link in the event card, or the file name in the <b>Attachments</b> section, or click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the file and select the <b>View</b> option from the menu. The file will open in a new window.</li>
|
||
<li>download the <em>.ics</em> files to your computer or save them to any folder in the <b>Documents</b> module. To do that, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the file and select the <b>Download</b> or <b>Save to Documents</b> option from the menu.</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="gs_content" id="CreatingManagingTags_block">
|
||
<h2>Creating/managing tags</h2>
|
||
<div class="PortalHelp">
|
||
<p>Arranging your emails will help you track your correspondence and facilitate the message search process. In order to arrange your emails you can add tags to them. To do that,</p>
|
||
<p>In the <b>Inbox</b> folder:</p>
|
||
<ol>
|
||
<li>select the conversation(s) checking the appropriate box,</li>
|
||
<li>click the <b>Add tag</b> button above the list of received conversations,</li>
|
||
<li>select the tag from the list or create a new one.</li>
|
||
</ol>
|
||
<p>While reading a message:</p>
|
||
<ol>
|
||
<li>open the necessary conversation,</li>
|
||
<li>click the <b>Add Tag</b> button above the message body field,</li>
|
||
<li>select the tag from the list or create a new one.</li>
|
||
</ol>
|
||
<p>While composing a message:</p>
|
||
<ol>
|
||
<li>click the <b>Create New Email</b> button,</li>
|
||
<li>click the <b>Add Tag</b> button situated above the <b>From:</b> field,</li>
|
||
<li>select the tag from the list or create a new one.</li>
|
||
</ol>
|
||
<p>The added tag is always visible next to the conversation subject in the <b>Inbox</b> folder and in the opened conversation window in the <b>Tags</b> field under the <b>Date</b> field.</p>
|
||
<p>You can access the tagged conversations using the links available in the left-side menu under the <b>Spam</b> folder. Clicking the name of the necessary tag you will open the list of conversations with the specified tag name.</p>
|
||
<p>To edit a tag:</p>
|
||
<ol>
|
||
<li>click the <b>Settings</b> section on the left-side menu,</li>
|
||
<li>select the <b>Tags Management</b> option to open the list of tags,</li>
|
||
<li>select the necessary tag from the list and click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right,</li>
|
||
<li>select the <b>Edit</b> option,</li>
|
||
<li>make all the changes you need and click the <b>Save</b> button.</li>
|
||
</ol>
|
||
<p>To delete a tag, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
|
||
<div class="screen_block">
|
||
<img alt="Manage Tag" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/small/ManageTag.png")%>" />
|
||
<img alt="Manage Tag" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail/big/ManageTag.png")%>" />
|
||
<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|