Existing accounts or contact persons can be selected as recipients. If a name does not yet exist in the database, a new account can be created on-the-fly from within the email. Emails can also be sent to addresses which have not been entered in the database.
- Enter the name or the first few letters of the name in the input field
Recipient and press Enter, or click on the Account icon.
Note: Both options lead to the Accounts/Contacts "Search terms" field and will search numerous fields such as name, city, street, etc. The more letters you enter, the more accurate the search result will be. A combination of search terms (for name, city etc.) will also narrow down the search. - A list of all matching accounts will open. The search is phonetic (German only), so it will also find names that sound similar but are spelt differently.
Example: The search for "Kon" will return Koning, Gonzales, Conway. - To find accounts that do not begin with the entered letter sequence, enter *Name .
Example: The search for "*myer" will return Fitzmyer, Newmyer and Oldemayer. - Select the account you want by double-click, or select and
Confirm.
- Select a contact person from the drop-down menu under the company name if applicable.
- Enter a name and press Enter to create a new account.
- If no such name is to be found in the database, select New account when prompted (Creating a new account).
- If similar names are offered for selection, do not select any of them, but click on
New in the toolbar to create the new account.
- If a mail is opened from another record (event, etc.), suitable accounts (organiser, delivery address, supplier etc.) will be offered for selection depending on the context. However, these can still be switched in the mail itself.
- Enter an unknown email address in the To field, if that address is not linked to any database account. The emails sent in this way can be searched for by activation the advanced search option
Mails >
Search > Emails filed w/o account.