Use Outlook or Your Own Email Client to Send Emails
You can configure the system to use your own email program (such as Outlook) when clicking email address links in the contact card.
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.
1. Go to Settings and select Account Settings. Check the box that says "Use your own email client when sending emails directly from the Contact Card". Click to Save your changes.
2. Clicking on the email address on the Contact Card will open your email.
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 Settings if needed.
When this option is on, you can still send template emails and use the system email by clicking the Actions drop down at the top of the Contact Card and choosing Send Email.