Email Management How Tos
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[edit] How to use Emails under vtiger CRM?
Ans:To give you a brief about Emails in vtiger CRM, 1You can use the Email function here to send mails to your Accounts, Contacts, Leads or Users. 2You can store Email templates once you create them using the Settings Module>Email templates. 3Another fact is, you can store the sent mail as an Activity History under the respective category, eg. Contacts/Leads etc. 4Apart from these, you can manage your emails with options to delete, compose, forward email functions.
[edit] How can a user send a personal message to another user?
Ans:It is possible to send e-mail message to your colleagues (users registered in vtiger CRM software) using vtiger CRM. In Marketing, Sales, or Support primary modules select the Emails module and click the Compose link in Emails module.
While writing an e-mail, select the user's email ID from the Contacts/Users lookup. With this you can send personal email messages to your colleagues.
[edit] Is there a way to send email to a campaign? If I have a campaign with leads, contacts, and potentials, I may want to send an email to all associated.
Ans:TBS
[edit] Where in VTiger can I send a private note?
Ans:This can be done by sending an email from vtigerCRM to the concerned superior. Now only the sender and recepient can view the email.
[edit] How can a user send a personal message to another user in vtiger crm 5?
Ans: It is possible to send e-mail message to your colleagues (users registered in vtiger CRM software) using vtiger CRM.
In Marketing, Sales, or Support primary modules select the Emails module and click the Compose link in Emails module.
While writing an e-mail, select the user's email ID from the Contacts/Users lookup.
[edit] How to set up mailmerge template
Ans: Go to Settings>mailmerge template Add new template Select for a file in .doc Choose the module name for which you need the template Click save.
[edit] Merging of contacts with word template
Description: different contact next time the word file is created with the first contact. Ans: workaround If you open every contact in a new window, the join will work fine because the new window will have different session ID.To open a contact from new window from list view, PRESS SHIFT KEY AND CLICK ON THE NAME.
[edit] How to send mass mail?
TBS
[edit] How to use my default Email Client instead of vtiger Mail Client?
Description: If you clicked on an email address listed on a VTiger page it opens the VTiger mail client. How can I use my own email client for this purpose?
Answer: To use your own mail cliet you need to make the following changes:
1)Remove the lines 1261-1273 in include/utils/ListViewUtils.php file. this change gives the fix for listview.
2)Remove the lines 36,37,38 & 40 in Smarty/templates/DetailViewUI.tpl file. this change gives the fix for detailview.