The module GP Mail enables you to send your customer data via mail. If the module is activated, you will have the GP Touch Mail tile on the starting page of the GP Manager.

Symbol-Startseite

If the symbol is not on the starting page, but have bought a licencse ask the GeBioM mbH Support to activate the module for you.

There are preconfigured configuration files for the mail providers 1&1, GMX, Strato and Web.de. Our suggestion is to use GMX, as this provider is the easiest to configure.

If your corporate homepage is hosted at 1&1 or Strato you can choose these providers.

As a general advice you should consider to use an email provider located inside the EU. The European Court of Justice has declared the Safe Harbour Privacy Principle to be invalid (October 2015). Therefore it is strongly advised not to store any customer data on a server of an american corporation. Therefore gmail and hotmail should not be used.

There are two ways to retrieve emails with GP Mail. You can either "Receive" emails via the "Email management" icon. Or you can select the "Apply" -> "Receive" icon directly.

If you select "Apply", you can enter the emails directly into your system. It is therefore recommended that you use this method.

 

Übernehmen

Figure 12

Click on "Receive" in the following dialogue. A dialogue with status information on email receipt follows. With the default settings, only emails with a matching subject are retrieved. All other emails remain on the server.

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Figure 13

Figure 13 shows what the dialogue for receiving emails looks like. The dialogue shows all emails that are on the server. It also shows the name of the attachments under "Attachment" and the status of the email under "Status". Detailed information on email receipt can be found in the top right-hand section of the dialogue. A detailed error message is also displayed here if the connection to the server fails.

Email status
OK
The email was successfully downloaded from the server
SUBJECT incorrectThis status is only displayed if the email reception is configured so that only emails with the correct subject are downloaded. Emails whose subject does not match are given this status and remain on the server.

If emails have been successfully received, you can select from the existing emails which data you would like to transfer to your database. Close the receive dialogue with the cross at the top right.

If emails with the correct subject have been retrieved, or if there are emails that have not yet been transferred, you can decide in the email inbox dialogue which emails you would like to transfer.

Click on the desired email so that the email is highlighted in blue. Then click on "Apply" (see Figure 14). Emails from senders that exist in your address book will only appear if you select "Sender" to select the corresponding sender. Unknown senders can be found in the drop-down menu under "Standard". If you do not have any senders in your address book, all emails are listed under "Standard" can be found here.

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Figure 14

Attention:
Only one email can be transferred at a time; if you select several emails, the last email selected will be transferred.

Once you have configured the email server and created your own contact, you can send emails from the GP Manager.

First select a customer. You can then enter the data via "GP Touch Mail" -> "Send" button. If you have several entries in your address book, you can decide which contact you would like to send the email to.

Senden

If you have entered exactly one contact in your address book, the email will be sent to this contact without any further enquiry.

If you have no contact or several contacts in your address book, the "eMail address book" Dialogue.

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Figure 10

Attention:
Sending to multiple email addresses is not possible. If you select several addresses (see Figure 11), the email will only be sent to the email address that was clicked first.

You can compose an email from this dialogue by selecting "Cancel". The following dialogue then appears:

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Figure 11

 

Start the GP Manager and select Click on the GP Touch Mail Symbol.

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Figure 2

On the next page you will see 3 symbols with which you can GP Touch Mail can operate.

Use the Email administration icon to access the settings for GP Touch Mail.

E-Mail Verwaltung

Figure 3

You can retrieve emails and manage your mailboxes using the Apply icon.

Übernehmen

Figure 4

The Send icon sends an e-mail with the customer data of the currently selected customer.

Senden

Figure 5

Select "E-mail administration" and in the following dialogue "Configuration ..."

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Figure 6

You can enter your login information for the email inbox in the following dialogue. If your GP Manager is installed in a different location, please also change the "Standard folder ...".

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Figure 7

Check whether the correct addresses have been entered under "Server". If you have copied a suitable Mail.ini, these values should be correct. If you use Web.de, please also read the FAQ point 3.4

Enter the user name and password for your email account.

Select "Test connection"If everything is configured correctly, the message "Test SMTP - Access to SMTP server OK" or "Test POP - Access to POP server OK" should appear. This completes the configuration of the email module. Next, you must add a contact to your address book in order to be able to send emails to them.

Attention:
You can tick the "Check subject", then all emails will be retrieved. This is not normally a problem, but can lead to problems if the same email account is also used for other GP Manager installations or elsewhere. In this case, the emails are no longer available there, as the emails are deleted from the server after retrieval.

Note:
Change the subject and leave the tick next to "Check subject", you must change the subject in the Mail.ini in the section [Init_Send] also have to be adjusted. Otherwise, emails are still retrieved, but are no longer offered for transfer.

To install GP Touch Mail, it is necessary to edit some INI files. These are located in the INI folder of your GP Manager.

The easiest way to find this folder is to right-click on the GP Manager shortcut and select "Open file path".

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Figure 1

With the GP Mail module, you can send customers an email directly from the GP Manager. If the GP Mail module is activated, the GP Manager start page displays the icon for GP Touch Mail activated.

Symbol-Startseite

If the symbol is not displayed and you have purchased GP Mail, please ask GeBioM Support to activate the Mail module for you.

Ready-made configurations are available for the email providers 1&1, GMX, Strato and Web.de. We recommend using GMX, as in our experience this provider is the easiest to configure. If the company website is made available via 1&1 or Strato, one of these providers can also be selected.

We recommend using a European email provider. As the European Court of Justice (ECJ) declared the Safe Harbour Agreement invalid in October 2015, it is currently not advisable to use an American email provider. For this reason, personal data should not be transferred via Gmail or Microsoft Hotmail, for example.