You can write e-mails using either text or HTML text formats. Using HTML text format gives you the most formatting options. Photos and hyperlinks can only be inserted using HTML format. Text editing buttons are displayed on the toolbar above the text.

E-mails in text format with Unicode / UTF-8 coding are only displayed correctly if a Unicode character set is installed on your PC. When installing Windows, not all available fonts are installed by default to save disk space. Install a Unicode character set like Arial Unicode MS. Always set this font in Set font on the window's Display tab > Settings > E-mail.

Selecting a format

• In the Format menu of the e-mail window select the E-mail format option.
• Choose one of the following options: Text or HTML text.

Using the buttons on the toolbar you can use the CAS genesisWorld editor.

• CAS genesisWorld Editor

Create a new e-mail and enter one or more recipients or select recipients over the To button.

On the toolbar above the e-mail text, you will see the Insert form of address button. With this button, for example, you can insert a form of address such as Dear Ms. Kaiser, if monica.kaiser@firma.de has been entered as the recipient's e-mail address.

• If exactly one address with this e-mail address is available for a recipient in CAS genesisWorld, the fields (e.g. First name) or input help options (e.g. title) are found. Then the drop-down list contains

  Input help options are defaults for specific fields in data record windows, for example, for business sectors in the Sector field.

  The administrator defines input help options in the Management Console and can determine whether users can add any additional values to the already existing default values.

form of addresses that match the gender and the name of the recipient, and

non-gender specific salutations.

• If several addresses are found in CAS genesisWorld, fields, for example, first name or title, cannot be included anymore. Then non-gender specific salutations are displayed.
• Non-gender specific salutations are also displayed if the recipient does not exist as CAS genesisWorld address or if several recipients are entered in the e-mail.

Notes for the administrator

As administrator, you create the EMailAddressLettersDE.txt file in the ..\CAS genesisWorld\Server\EMailAddressLetters folder. In this file, you can enter the desired salutations. Information from address fields can be inserted as field variables.

This file can be created for each CAS genesisWorld language. The client language is always defined by the language the user has selected.

With IMAP accounts, e-mails you have not yet sent, can saved automatically as drafts to folders of the same name.

• You can define how you do so in the settings.

• E-mail/Send tab

When you write an e-mail and save it automatically, then the e-mail is saved as a draft every 90 seconds in the folder of the same name.

Drafts are saved in the background so that you can immediately carry on working. Normal saving takes place when you save an e-mail as a template.

• You can save a new e-mail as a draft manually by clicking Save in the File menu or by using the Ctrl + S key combination.

• You can save templates for e-mails as for other data record types, however, there is one important difference:

Data protection plays a major role with e-mails, which is why e-mails are classed as personal data records. This also applies to e-mail templates. When creating an e-mail template, the Private external access right is set by default and cannot be changed.

• Data record templates

You can request a notice of receipt from the recipient for each e-mail.

• Click Notice of receipt in the Tools menu.
• Select the corresponding option.

Requesting a notice of receipt is not possible with all e-mail servers.

CAS genesisWorld works with the DSN (Delivery Status Notification) method via ESMTP. The e-mail server must support this method. For example, Microsoft Exchange Server supports this method.

• Click the Send button.

Do you have more than one e-mail account? If this is the case, you can select the account you want to use to send the e-mail.

• For example, in the e-mail window, click the Display sender field in the View menu. Then, the Account drop-down list is also displayed next to the sender, you select the account you want to use from the list.