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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:
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From the Utilities menu on the menu bar, click Set
E-mail Configuration. The Setup Dialog Box opens.
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Type in the information requested. If you do not know the
information requested please contact your Internet service provider or
your system administrator.
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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:
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Open your favorite e-mail program and create a new folder,
call it Cybercontact.
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Switch to CyberContact program.
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From the Utilities menu choose Import E-mail Setup.
The Define Import File dialog box opens.
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Check the radio button adjacent to the e-mail program you
use.
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ick the ellipsis (...) button to the right of the field.
A dialog box opens.
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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).
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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:
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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.
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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:
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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.
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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.
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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
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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.
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Compose your e-mail message.
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Click the Send button or the Send Later button
on the Button Bar.
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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:
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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.
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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.
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Compose your e-mail message.
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Click the Send To All button on the local Button Bar.
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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.
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Search for the contact you want to file a message with. The
contactÆs data appears on the screen.
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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.
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Click on the left column of the grid to select a message.
The yellow indicator points to the message.
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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
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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.
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Click on the left column of the grid to select a message.
The yellow indicator points to the message.
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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
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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.
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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:
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Go to the E-mail Tab page
of the source contact.
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Click on the left column of the grid to select a message.
The yellow indicator points to the message.
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Click the Cut E-mail Message button on the local button
bar. The message disappear from the list.
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Navigate to the E-mail Tab of the target contact.
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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:
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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.
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Browse the e-mail list.
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Searching for a message
To search for an E-mail message:
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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.
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Click the Search Button. The Search Dialog Window
opens.
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In the Search By field specify the field you want
to search on.
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In the Search Character Field type the value you want
to search for. The indicator points to a record that matches your value.
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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:
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Click on the left column of the grid to select a message.
The yellow indicator points to the message.
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Click the Delete Message button on the local button
bar, or press Alt+Del on your keyboard. A confirmation dialog box opens.
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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:
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Click on the left column of the grid to select a message.
The yellow indicator points to the message.
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Click the Save Message As... button on the local button
bar. A dialog box opens.
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Define location and name for the file.
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Click Save.
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Printing a message
To print an e-mail message:
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Click on the left column of the grid to select a message.
The yellow indicator points to the message.
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Click the Print Message button on the local button
bar.
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© 1997, Meir Liraz. All Rights
Reserved.
Liraz Technologies Co.
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