Use Outlook or Your Own Email Client to Send Emails
Overview
You can configure the system to use your own email program (such as Outlook) when clicking email address links in the contact card. This allows you to send emails directly from your preferred email application instead of using the AllClients email system.
Important to Remember: Please note, the database will have no knowledge of these emails sent from another program, and open tracking, link tracking, and bounce tracking will not be handled by the database.
How to Enable Your Own Email Client
1. Navigate to Account Settings
Hover over the Profile Picture Menu, click Account Settings.
2. Access Preferences
Click More Options/Preferences...
3. Enable External Email Client
Select Use your own email client when sending emails directly from the Contact Card, click Save.
4. Access Email Options
Click on the email address on the Contact Card to open your email options.
5. Choose Your Email Client
Click Send Using Your Own Email Client.
This setting only applies to individual emails. Any other automated emails from the system (Birthday Assistant, To-Do Emails, Email Blasts, etc.) will still be sent from our servers.
When you click the email to open your own email client, it will use your default email client you have connected to your browser. You may update that in the Computer Default Settings if needed.
Alternative: Using AllClients Email System
When this option is on, you can still send template emails and use the system email by clicking the Email Address and choosing the Send Email button.
Use Your Own Email Client to Send Emails: Questions and Answers
Q: Will emails sent through my own email client be tracked in AllClients?
A: No, when you send emails using your own email client, AllClients will not track opens, clicks, or bounces for those messages. The system will have no record of these emails.
Q: What emails are affected by this setting?
A: This setting only applies to individual emails sent by clicking email addresses on contact cards. Automated system emails (Birthday Assistant, To-Do Emails, Email Blasts, Autoresponders) will continue to be sent through AllClients servers.
Q: Can I still use AllClients email templates with this setting enabled?
A: Yes, you can still access the AllClients email system by clicking the email address and choosing Send Email instead of Send Using Your Own Email Client. This gives you access to templates and mail merge features.
Q: How do I change which email program opens?
A: The system uses your computer's default email client. You can change this in your browser settings or computer's default application settings.