Email Parameters

This topic holds information about Email parameters.

EMail.AttachmentsExcludedContentTypes

Description: Allows you to limit the email attachments to certain content types, for the Send as Email and Notify Rep functionality. For details, see Notify Rep and Send As email.

For example, enter application/pdf,text/xml as parameter values, to exclude PDF and XML documents from the attachments list in the Notify Rep and Send As Email dialog.

Default: Undefined

Type: Character

EMail.AttachmentsExcludedDocumentClasses

Description: Allows you to limit the attachments offered for Notify Rep to certain document classes. For details, see Notify Rep.

Enter Spam, Internal to exclude documents classified as spam or internal, via the Document Class field in D1 from the attachments list in the Notify Rep dialog.

Default: Undefined

Type: Character

EMail.AttachmentsMaxSizeInKB

Description: Determines the allowed maximum size for email attachments, measured in KB, when sending server-side emails.

Default: No value

Type: Number

EMail.AutoSendOnNew

Description: Defines whether an email is sent immediately from the server after adding a new activity, or whether the user's email client opens to allow the operation to proceed.

Default: Undefined

Type: Checkbox

EMail.BodyFieldID

Description: By default, the Text field of an activity record (MA) is used as the email body when sending an email from Aurea CRM.Web. To use a different field from MA, specify its XML name or unique field ID in EMail.BodyFieldID.

Default: No value

Type: Character

EMail.ClientSide.MailEncoding

Description: Use this parameter to set a different encoding system when sending emails with special characters.

Examples for valid code pages are:

932

Japanese (Shift-JIS)

1253

Greek (Windows)

1250

Central European (Windows)

1254

Turkish (Windows)

1251

Cyrillic (Windows)

50221

Japanese (JIS-Allow 1 byte Kana)

1252

Western European (Windows)

50225

Korean (ISO)

Default: 1252

Type: Character

EMail.ClientSide.ProtocolMaxLength

Description: Determines the maximum length of messages when sending client-side emails using the mailto: protocol. For further details, see EMail.SendingMethod. If an email message exceeds the specified value, the message is truncated and a notification is displayed.

Set this parameter to the value appropriate for your default email program.

If the email contains the current record as a link, as when using the Notify Rep, Insert Aurea CRM.Web link option, the link takes precedence over the email text. First, the text is truncated; if the mailto-string still exceeds the defined maximum length, the link is truncated as well.

Default: <= 0, 200

Type: Number

EMail.EnableWebLink

Description: If checked, users can choose to insert a link to Aurea CRM.Web when using the Notify Rep function for server-side emails.

If emails are sent from the client, the link is inserted automatically.

Default: Checked

Type: Checkbox

EMail.NotifyRep.WebLinkInitialState

Description: If checked, the Insert Aurea CRM.Web link checkbox is checked by default in the Notify Rep dialog when a user opens the dialog for the first time. If the user decides not to insert the web link and deselects it, then that setting is used for subsequent notifications.

Default: Unchecked

Type: Checkbox

EMail.EnableWinLink

Description: If checked, users can choose to insert a link to Aurea CRM win when using the Notify Rep function with server-side emails. If emails are sent from the client side, the link is inserted automatically.

Default: Unchecked

Type: Checkbox

EMail.ExcludeCurrentUser

Description: Controls whether the current user is added to the internal recipients' list when sending emails.

Default: Unchecked

Type: Checkbox

EMail.FallbackToCompany

Description: If checked, the Company address is used for Person recipients that have no email address. Otherwise, there is no fallback and persons without an email address do not get an email.

Default: Unchecked

Type: Checkbox

EMail.From

Description: Defines whether the sender From: of an email is the currently logged-in user or the rep entered in the Rep ID field of the activity record. Using the record's rep as the email sender allows emails to be sent on behalf of. Using the current user prevents it.

Default: Record's Rep

Type: Combobox

EMail.IconAction

Description: Defines the action taken when a user clicks on an email address on view mode or the Send email icon edit mode of an email field in a Company or Person record. The following values are available:

  • Open email
  • Add activity
  • Ask user

Default: Ask user

Type: Combobox

EMail.NotifyRep.BodyFieldIDs

Description: Determines the fields to be used as email body text by the Notify Rep functionality. For more details, see Notify Rep.

By default, only a field with the XML name Text is used. Use this parameter to specify other text fields.

Syntax

<InfoAreaId>:<fieldId>,<InfoAreaId>:<fieldId>,...

You can specify either unique field IDs or XML field names as <fieldId>.

Example

A1:7001,PR:7023,FI:7005

The field specified here overrules a field with the XML name Text. One field per info area is supported. If more than one field is specified for an info area, the first field is used.

Default: Undefined

Type: Character

EMail.SendCopyToRep

Description: When an activity record is sent by email, whether and how the current rep is included in the email's recipients is defined by this parameter.

Default: CC

Type: Combobox

EMail.SendDeliveryNotification

Description: If checked, a delivery receipt is requested when sending server-side emails. For further details, see http://www.ietf.org/rfc/rfc3461.txt. If this parameter is checked, the Request a delivery receipt check box in the Notify Rep dialog is initially checked.

Default: Unchecked

Type: Checkbox

EMail.SendingMethod

Description: Select whether emails are sent from the server or the client.

If emails are sent from the server, attachments linked to the activity record are sent as well, and Unicode characters are transferred correctly. However, the email is sent with the exact text of the activity record, and no editing is allowed. Furthermore, is not displayed in the user's outbox.

If emails are sent from the client, documents linked to the activity record are not automatically sent as attachments.

Notes for sending client-side emails:

  • The number of characters that can be exported from the Text field of an activity record in Aurea CRM.Web to your mail client is limited by the operating system and the mail client software. If the limit is exceeded, Aurea CRM web displays a notification and the text is truncated with "...". Use the EMail.ClientSide.ProtocolMaxLength Web Configuration parameter to configure the maximum length of email texts.
  • If you want to send texts with unlimited length, you have to send server-side emails.
  • Special characters in email addresses are supported only with Microsoft Outlook 2007 or higher and with Lotus Notes 7 or higher.
  • The mailto: protocol does not support HTML-formatted text. For details, see http://tools.ietf.org/html/rfc2368. Therefore you cannot define an HTML field in EMail.BodyFieldID when sending client-side e- mails. Specify the linked plain text field instead, see HTML Fields.

Note for sending server-side emails:

You need to define a valid mail server in the Mail Server section of the settings.xml file to be able to send server-side emails. For further details, see Mail Server in the Aurea CRM.Web Installation Guide.

Default: Server

Type: Combobox

EMail.SendReadNotification

Description: If checked, a read receipt is requested when sending server-side emails. For details, see http://www.rfc-editor.org/rfc/rfc3798.txt. If this parameter is checked, the Request a read receipt check box in the Notify Rep dialog is initially checked.

Default: Unchecked

Type: Checkbox

EMail.SendRecordNotification

Description: If checked, the Email Notification should include external recipients.

Default: Unchecked

Type: Checkbox

EMail.SendWithoutConfirmation

Description: If checked, the email is sent without any further user input, i.e., no confirmation dialog is displayed.

This parameter applies to server-side emails only.

Default: Unchecked

Type: Checkbox

EMail.Separator

Description: Defines the separators used in the To:, CC:, BCC: fields of email programs, e.g., semicolon in Outlook and comma in Lotus Notes. The same separator is used in the Participant fields in the Activity info area.

Default: Semicolon

Type: Checkbox