Eliminate time consuming follow up and account servicing efforts.

Use WINSALES ACTION PLANS to systematically deliver the right information to the right people at the right time.

Find more WINSALES support information at www.winsales.com

WINSALES Support Document - sup163

Version: 5.0
Revised: 3/22/05

Setting Up WinSales To Send Email using OUTLOOK

WinSales 5.0 supports sending email through OUTLOOK and SMTP. WinSales allows you to send both HTML and TEXT based emails from WinSales and the Fulfillment Center using OUTLOOK or SMTP. To set up email using OUTLOOK:

MS OUTLOOK must be installed on the machine. OUTLOOK EXPRESS will not work!!

Modify your USER SETTINGS in WinSales under Options + Modify + User Settings. To update user settings for all user log into the Administrator program and go under Edit + User Settings and use the update all users option before saving. Remember users must be logged out of the database for you to update their settings through Administrator

General.UseEmail – On the General tab the UseEmail setting must be set to 1.

Contact.EmailAddressAttribute – On the Contact tab select the setting and in the NEW SETTING drop down list select the field on the CONTACT window that stores the email address value.

Word Processing.EMailMethodField– On the Word Processing tab the EmailMethodField must be set to the field on the activity that contains the method value that will tell WINSALES to send an email. Usually this is the METHOD field.

Word Processing.EMailMethodValue– On the Word Processing tab the EmailMethodValue must be set to the value that will be in the METHOD field to tell WinSales to send an email. Usually this value is “Email”. This setting must be set exactly to the value in the list and is case sensative!!

Word Processing.EmailPreference– On the Word Processing tab set this setting to OUTLOOK. This is case sensative and must be upper case!!

Word Processing.EmailProfile - On the Word Processing tab for OUTLOOK this normally be blank and all will be fine. If you have problems accessing your email server this value may need to be set to the name of the user profile if needed to access Microsoft Outlook.

Word Processing.EmailUserID – On the Word Processing tab this does not need to be set for OUTLOOK to work.

Word Processing.EmailPassword – On the Word Processing tab this does not need to be set for OUTLOOK to work.

If you do not have any of the below user settings you will need to add the user setting in the WinSales Administrator under EDIT + USER SETTINGS using the EDITOR tab. See sup153 for more information on using the EDITOR tab to modify User Settings.

Contact Silent Partner for more information.