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User Guide
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Overview
 
Getting Started
 How To...
 
Manage contact information
Manage e-mail
Manage activities
Manage documents and files
Find, sort and search
Work with filtered subsets
Generate reports
Manage your databases
 
Tips and Tricks
 
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Guide to using CyberContact in
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CyberContact
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CyberContact

How To ... 
 
Manage e-mail  

Overview 
Configuring the E-mail settings 
Defining Import E-mail file 
The E-mail Tab 
The E-mail Inbox window 
Getting new mail  
Importing messages from an E-mail program 
Sending an e-mail message 
Sending broadcast e-mail 
Filing messages with contacts 
Moving a message 
Browsing the e-mail list  
Searching for a message 
Deleting a message  
Saving a message as a text file 
Printing a message 

Overview 
CyberContact allows you to receive e-mail messages, to compose and send messages directly from each contact record and to file each message with the appropriate contact record. 

CyberContact has not been meant to be a full featured E-mail client program, itÆs e-mail capabilities are basic, however, it allows you to work with your favorite e-mail program and than import messages from your e-mail program so you could file them with contact records. Another important feature is the ability to send broadcast e-mail to multiple contacts. 

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Configuring E-mail settings 
Before you can send and receive e-mail messages you must configure your e-mail settings, to do so: 

  1. From the Utilities menu on the menu bar, click Set E-mail Configuration. The Setup Dialog Box opens.
  2. Type in the information requested. If you do not know the information requested please contact your Internet service provider or your system administrator.
  3. Click OK.
Note: similar information is required when configuring your browser and your E-mail program. Look at your browser configuration for the information required. 

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Defining Import E-mail file 
CyberContact allows you to import e-mail messages from your favorite e-mail program so that you could file them with contacts (this version supports Netscape, Eudora And Microsoft e-mail programs). 

Before you can import messages you must define e-mail file, to do so: 

  1. Open your favorite e-mail program and create a new folder, call it Cybercontact.
  2. Switch to CyberContact program.
  3. From the Utilities menu choose Import E-mail Setup. The Define Import File dialog box opens.
  4. Check the radio button adjacent to the e-mail program you use.
  5.  ick the ellipsis (...) button to the right of the field. A dialog box opens.
  6.  rowse to the file that represents the cybercontact folder in your e-mail program. Select it and than click Open. The path to the file you selected appears in the edit field. (for example, if you use Netscape e-mail, the path might look like this: C:\Program Files\Netscape\Users\YourUserName\Mail\cybercontact).
  7.  Click OK.
Note: If you use Netscape e-mail, the directory Mail will contain two files with the name cybercontact, select the file without extension. 

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Getting new mail 
To get new mail: 

  1. From the E-mail Menu, choose Inbox E-mail, or click the E-mail Inbox button  on the Button Bar. The Inbox E-mail Window opens.  
  2. Click the Get New Mail button on the button bar. 
Note: in order to get new mail you must be connected to the Internet. 

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Importing messages from your E-mail program 
Before you can import messages you must Define E-mail File. 
To import messages from your e-mail program: 

  1. From the E-mail menu, choose E-mail Inbox, or click the E-mail Inbox button on the Button Bar. The E-mail Inbox Window opens.  
  2. Click the Import Messages From E-mail Program button on the local button bar. If there are messages in the folder you defined in your e-mail program, they will appear in the upper pane in the window. 
  3. Switch to your e-mail program and delete all messages in the source folder (this is to prevent getting the same messages next time you perform this operation). 
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Sending an e-mail message 
To send an e-mail message 

  1. From the E-mail menu, choose Compose, or click the Send E-mail button on the Button Bar, or click the button to the right of the E-mail field on the Main Screen. The Send E-mail Window opens.  
  2. Compose your e-mail message. 
  3. Click the Send button or the Send Later button on the Button Bar. 
  4. When you send a message from within a contact record, a copy of the message will be filed in the E-mail Tab. 
Note: in order for your message to be sent, your Internet connection must be open. 

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Sending broadcast e-mail 
To send broadcast e-mail to multiple contacts: 

  1. If you want to send a message to a subset of your contact list you need first to Apply A Filter. Unless you apply a filter the message will be sent to each contact in the active database that has an e-mail address. 
  2. From the E-mail menu, choose Compose, or click the Send E-mail button on the Button Bar, or click the button to the right of the E-mail field on the Main Screen. The Send E-mail Window opens.  
  3. Compose your e-mail message. 
  4. Click the Send To All button on the local Button Bar. 
  5. A copy of the message will be filed in the E-mail Tab of each contact. 
Note: in order for your message to be sent your Internet connection must be open. 

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Filing messages with contacts 
To file e-mail messages with contacts: 

  A .  To file a message with the active contact 
Go to the Main Screen. 

  1. Search for the contact you want to file a message with. The contactÆs data appears on the screen. 
  2. From the E-mail Menu, choose Inbox E-mail, or click the E-mail Inbox button  on the Button Bar. The Inbox E-mail Window opens. 
  3. Click on the left column of the grid to select a message. The yellow indicator points to the message. 
  4. Click the File Message To Active Contact button on the button bar. 
  B .  To file a message with a contact that matches itÆs e-mail address 
  1. From the E-mail Menu, choose Inbox E-mail, or click the E-mail Inbox button  on the Button Bar. The Inbox E-mail Window opens. 
  2. Click on the left column of the grid to select a message. The yellow indicator points to the message. 
  3. Click the File Message button on the button bar. 
C. To file all messages in the Inbox E-mail Window with contacts that have a  matching e-mail address 
  1. From the E-mail Menu, choose Inbox E-mail, or click the E-mail Inbox button  on the Button Bar. The Inbox E-mail Window opens. 
  2. Click the File All Messages button on the button bar. 
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Moving a message 
To move a message from one contact to another: 

  1. Go to the E-mail Tab page of the source contact. 
  2. Click on the left column of the grid to select a message. The yellow indicator points to the message. 
  3. Click the Cut E-mail Message button on the local button bar. The message disappear from the list. 
  4. Navigate to the E-mail Tab of the target contact. 
  5. Click the Paste E-mail Message button on the local button bar. The e-mail message appears in the list. 
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Browsing the e-mail list 
To browse the e-mail list: 

  1. From the E-mail Menu, choose E-mail List, or click the View E-mail List button  on the Button Bar. The E-mail List Window opens. 
  2. Browse the e-mail list. 
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Searching for a message 
To search for an E-mail message: 

  1. From the E-mail Menu, choose E-mail List, or click the View E-mail List button  on the Button Bar. The E-mail List Window opens. 
  2. Click the Search Button. The Search Dialog Window opens. 
  3. In the Search By field specify the field you want to search on. 
  4. In the Search Character Field type the value you want to search for. The indicator points to a record that matches your value. 
  5. click OK or double click the item to go to the contact record. 
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Deleting a message 
To delete an e-mail message: 

  1. Click on the left column of the grid to select a message. The yellow indicator points to the message. 
  2. Click the Delete Message button on the local button bar, or press Alt+Del on your keyboard. A confirmation dialog box opens. 
  3. Click Yes to delete the item 
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Saving a message as a text file 
To save an e-mail message as a text file: 

  1. Click on the left column of the grid to select a message. The yellow indicator points to the message. 
  2. Click the Save Message As... button on the local button bar. A dialog box opens. 
  3. Define location and name for the file. 
  4. Click Save. 
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Printing a message 
To print an e-mail message: 

  1. Click on the left column of the grid to select a message. The yellow indicator points to the message. 
  2. Click the Print Message button on the local button bar. 
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© 1997, Meir Liraz. All Rights Reserved.
Liraz Technologies Co.