Microsoft Outlook and Microsoft Exchange Integration

E-mails are sent via MAPI when using Microsoft Outlook or Microsoft Exchange.

Sending E-mails using Microsoft Exchange

To send an e-mail from Microsoft Outlook or Microsoft Exchange:

1. Select the desired record in the Company+Person, Activity or Note etc. level.An e-mail address must be entered for the company, person or rep, otherwise no e-mail address is transferred to your client.
2. Select File > E-mail from the menu, or click on an e-mail address in the rep, company or person record.If the current record is linked to one or more documents a message is displayed. You can determine whether to include the documents as attachments.

   If several profiles are available and no default profile has been defined, then you can select a profile.

   1. Select the desired profile.
   2. Enter your password in the Password field.
   3. Enable the Store credentials check box to save the selected profile and password in encrypted form under mail_mapix.cfg in your user directory. In future you are no longer be prompted to enter your password and profile data in all Aurea.CRM's info areas that allow you to send e-mails.

   A window is opened in your e-mail client allowing you to compose a new e-mail. The e-mail address of the company/person is transferred from Aurea.CRM to the To field. If more than one e-mail address is entered in the company/person record, select the desired address from the dialog.

   If you started the transfer process from the Activity info area, the Subject and Text fields as well as the documents entered are copied as attachments. The text is also transferred from the Note info area, see  Sending E-mails Directly from an Activity or Note.

3. Compose the e-mail.
4. Click on Send.