With the iOSXpert plugin ProductivityTools you can create templates for emails in Daylite.
This article describes how to send email chains using Daylite and Outlook.
To send an e-mail chain, please proceed as follows:
- Select one or more Daylite objects (contacts, appointments, projects, opportunities, forms)
- Select the right mouse button action Send email chain
Note: You can find out how to configure the right mouse button actions here. - Select an email chain in the preview window
- Use the arrow buttons at the top right to view the templates of the selected email chain
- Select the recipients
- Assign Outlook categories to be able to filter by these categories later on
- The Daylite mail chain category is assigned by default
- Click on the Send button
- Outlook opens. Under Drafts you will find all transferred emails
Important: For technical reasons, the individual drafts are always sent to the default Microsoft Outlook login email address. If you want to use a different email address, you must change it manually.
- A note with information about the email chain will be created for the recipients in Daylite. With the link stored there you can jump directly to the email in Outlook
- The drafts can be deleted in Outlook or the planned dispatch can be canceled
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