E-mail integration

Link to e-mail account

The contacts can be linked to an e-mail account and e-mails can also be retrieved. Attachments can be saved and added to a contact’s documents. E-mails from assigned contacts can also be displayed directly in the projects.

What is possible with e-mail integration?

• Create global e-mail accounts
• Edit global e-mail accounts
• Check global e-mail accounts
• Link contacts to an e-mail account
• Link projects to an e-mail account
• retrieve e-mails
• Save attachments
• Add attachments to the documents of a contact

What is not possible with e-mail integration?

The e-mail integration is not a replacement for complete e-mail programs such as Microsoft Outlook or Mozilla Thunderbird. The following things are therefore not possible:

• Reply to e-mails
• Forward e-mails
• Set multiple folders for one contact
• Set more than one account for a contact at the same time
• Archive e-mails
• Delete e-mails
• Move e-mails
• Open more than one email at the same time

You can read how to set up global e-mail accounts for integration here.