ClientBase Overview Database Administrators

ClientBase Overview for Administrators
Setting Up E-mail for MAPI
or SMTP
There are two E-mail options available for using ClientBase’s Merge to E-mail
feature: MAPI (Messaging Application Protocol Interface) and SMTP (Simple Mail Transfer
Protocol). MAPI requires use with compatible E-mail programs such as Microsoft Outlook,
Microsoft Express, Netscape and Eudora. The SMTP option offers 2 benefits: It does not require a
MAPI compatible E-mail program for the Merge to E-mail feature in ClientBase to work, and with this
option, you can use extensive text formatting, even using HTML, as well as using Document
Templates within your E-mail messages.
Example: Rainbow Travel wants to start sending out specials in HTML format. Jim, the
database administrator sets up each agent with SMTP E-mail. If any outside agents wants
to overwrite these selections to use MAPI compatible E-mail, they can do so at the
Workstation level.
First, the ClientBase database
administrator, Jim, goes to
Utilities|User Logins|User
Lists|E-mail Settings. He
completes the necessary SMTP
settings and does this for each of
his users. Users can do this on
their own by going to
Utilities|MyLogin.
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