User settings
The window where you can set up individual settings for each user has been moved into My Evatic > User settings.
General
Email 1 |
Email address 1, used as main mailing address for the user |
Email 2 |
Email address 2, used as a secondary address for the user, for example, SMS email address or private email address |
Mail Signature |
The signature on all emails that are created in Evatic. |
Use Autosync to Mobile |
Turn off/on the question of whether you will update the local database if you run the mobile edition of Evatic |
Use CAPI (ISDN) call-ID |
If you have an ISDN card in the PC, and the card supports the CAPI-standard, you can connect the telephone line up to the ISDN card, and on incoming calls you will get a list of customers who have the telephone number of the incoming conversation. When this function is turned on, a pop up window appears in the right corner, when you receive a call. In this window you can select to open Customer, Customer Call, Project, Order or Support. |
Open calendar with start up |
Here you set up whether the calendar will open automatically each time the program is started up. |
Mail System
Evatic contains mail integration capabilities for the majority of email systems that are around today. When you open the screen for User-settings, the system will check which mail system the client has installed. The client can select which system will be used in Evatic. If the mail system is not installed, the selection for this will be marked.
Which Mail system should be selected?
You will select the mail system that you usually use. There may be various mail systems installed on the machine, so it is important that you choose the correct one. If no mail system is detected (all choices on the Mail System are 'grayed' out), you can use POP3 / SMTP, if you have an internet account.
Overview of Mail Systems
| Outlook | Microsoft Outlook 2000 or higher |
| Lotus Notes API | An interface especially for 32-bit Lotus Notes, and some have more functions than VIM. This is supported in Lotus Notes v4.5 and later versions. |
Outlook
Send mail from Outlook |
If you want to send mail from Outlook and not Evatic, minimize this box. |
Auto sync calendar with Outlook |
Default not set. If this function is not set, Outlook is not synchronized automatic with the calendar. The user need to press F5 in the calendar to synchronize. This is for customer, project summary, technician and calendar. If you have marked <Auto sync calendar with Outlook> the calendar is changed every time you work with the calendar. Full synchronization of the activities with Outlook and Evatic, meaning that the activities that are added/changed/deleted in Evatic are also added/changed/deleted in Outlook (and vice versa) |
Sync. with Outlook calendar |
If you want the activities in Outlook to be synchronized with Evatic. Full synchronization of the activities with Outlook and Evatic, meaning that the activities that are added/changed/deleted in Evatic are also added/changed/deleted in Outlook (and vice versa) Note! The user need to press F5 in the calendar to synchronize. |
Sync. only from Evatic to Outlook |
If you want the activities in Evatic to be synchronized with Outlook. Meaning that the activities that are added/changed/deleted in Evatic are also added/changed/deleted in Outlook, but not vice versa. Note! The user need to press F5 in the calendar to synchronize. |
Lotus Notes API
| Save mail in notes when sending mail | Setting only required when synchronizing activities on a server-to server level |
| Database | Enter database name |
| Username | Enter user name |
| Password | Enter password |
Dial up/TAPI
This section has been updated. Please click on this link to read about the TAPI setup.