E-Mail Integration in Amicus Attorney 7

Your entire Outlook e-mail is now entirely within Amicus!

E-mail is an essential tool for running your practice. Amicus integrates with Microsoft Outlook, allowing you not only to send and receive e-mail from within Amicus, but also to save and associate e-mail as Amicus E-mail records on your Files and Contacts.

If you decide not to enable E-mail Integration, the Outlook view in the Communications module is not available. However, even if e-mail integration is not enabled, some functions can still assist you with sending e-mail -- for example, if you send an e-mail from a Business Card, Outlook is launched, displaying a new e-mail addressed to your recipient, ready for you to type your message. You can also view Amicus E-mail records to which you have access rights.

Outlook View in Communications Module - click to enlarge

Save your Outlook E-mail Directly Within Amicus
E-mail Integration provides you with the ability to manage and save your Outlook e-mail directly within Amicus. An embedded Outlook view is provided in the Communications module. This means that you can continue to work within Amicus without having to check Outlook throughout the day. All e-mail sent or received can be detected and displayed. You can save e-mail and attachments as Amicus records and associate them with Files and Contacts.

E-mail Integration allows you to work the way you want with minimum interference. You can set your preferences to automatically associate and save e-mail with your Contacts should it recognize the e-mail address. Any e-mail you send from Amicus is automatically saved as a record.

Each Firm Member has the option of enabling E-mail Integration. Whenever you log in to Amicus Attorney, e-mail exchanges will normally start automatically if you have E-mail Integration enabled.

(Note that the Amicus Attorney-Outlook Contacts & Calendar Link is a distinct feature that synchronizes your Amicus People, To Do's, and Appointments with your Outlook Contacts, Tasks, and Appointments. Premium Edition Only)

Using an Internet E-mail Account
If you are using an Internet e-mail account, keep in mind that your incoming e-mail will only be delivered when you are connected to the Internet.

Saved and Unsaved E-mail
When an e-mail is received in your Outlook Mailbox, it is not saved as an Amicus E-mail record until one of the following occurs:

• It is processed according to your auto-save preferences, as applicable.
• You explicitly choose to save the e-mail from the Amicus Tasks Toolbar in Outlook or from the Outlook view of your Communications module.

An outgoing e-mail is saved as an Amicus E-mail record if any of the following occurs:

• You have initiated the e-mail from within Amicus. There are many places from which to start your e-mail communication. For details, see Sending a New E-mail below.
• It is processed according to your auto-save preferences, as applicable.
• You explicitly choose to save the e-mail from the Amicus Tasks Toolbar in Outlook or from the Outlook view of the Communications module.

Saved E-mail can be associated with your Contacts and/or Files, and are listed in Dailies, the Day view of your Calendar, Files and Contact Details, and all views of your Communications module. Unsaved e-mails are accessible within Amicus only from the Outlook view of your Communications module.

Sending a New E-Mail

You can create a new e-mail from various places in Amicus. For example, you can:

• click the New > E-mail button at the bottom of the Communications Index window.
• choose New > E-mail on the File menu
• click Reply, Reply to All, or Forward in an Amicus E-mail Details dialog
• click the E-mail hyperlink on a Business Card, in a File or Person Details window
• right-click on a Communications list in the Files, People, Calendar, Dailies, or Communications modules and choose New > E-mail in the shortcut menu that appears
• click the DO button next to an Event in any Event list, if Intelligent Assistance is set up to start an e-mail

When you send a new e-mail via the New > E-mail button or command, with E-mail Integration enabled, a New E-mail dialog will appear first so that you can make the necessary Contact and File associations.

Fill in the details of the E-mail in the New E-mail dialog, if necessary:

1. Identify the People the E-mail is being sent to.The E-mail can be sent to one or more People and, optionally, sent as a regular copy or a blind copy to additional People.
2. Click the Select People buttons next to the To, Cc, and Bcc labels, as appropriate, and then select People in the dialogs that appear. If you select any People who do not have an E-mail address stored in their Person record, you will be prompted to enter them when you leave the Select People dialog.
3. Identify any Files to which the E-mail relates by clicking the Select Files button, and then selecting Files in the dialog that appears.
4. When you are finished, click Open to complete the e-mail in an Outlook Message dialog. A Saved E-mail record will be automatically created only if you identified a File.

In other instances, the New E-mail dialog is skipped because enough information is already available. For example, if you send an E-mail from a Business Card on a File Details window, associations are automatically made to that Person and File. Complete the information in the Outlook Message dialog by typing a message and adding attachments if required. When you are finished, send your e-mail.