All information about email handling with Vertec
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
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With the Vertec Outlook App you get a Vertec sidebar in Outlook, with which you can access addresses, projects etc. in Vertec and save emails as activities. These are linked to the corresponding project/contact and also save any attachments. Not only in Vertec, but also in the Outlook app, this enables a clear activity history with the respective address.
If documents are saved internally (system settings Document storage Internally), they can be sent directly from the activity as an email:
With the Plug-in: Sending reports Documents from Vertec can be automatically attached and sent to Outlook e-mails and your own, individual e-mail templates can be created.
The Vertec Python function vtcapp.sendmail() allows you to send email from Vertec in Cloud app, Web app, and Desktop App with the prerequisites described in System settings Email.
Cloud Suite customers will receive 1000 emails per month free of charge via a Mailgun account provided by Vertec.
The Vertec Python function vtcapp.createoutlookmail() allows you to create an email message on the client via Outlook. Cloud app and Desktop App only.