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Group Email

326 bytes added, 19:10, 10 February 2014
Using Group Email from UTA list view
The window is comprised of the following elements:
** Unique Recipient - Indicates that any users associated with the selected records will only be sent one single email as part of the group mailing, rather than one email for every record they are associated with. If this is checked then user will be presented with an alert informing them that "any variables in the Email Template that refer to fields in the UTA (Level 1, 2 or 3) will not be processed if the Unique Recipient checkbox is populated". ** Templates - All public email templates which are appropriate for the UTA level you are sending the email from within. You can select any of the available options
'''NOTE:''' You should not use a template with any variables in it as these cannot be processed if the Unique Recipient check-box is populated.
** Recipients - List of potential recipients of this emailroles used to associate people with a UTA record. This is based on includes the Owner and Contact standard fields, as well as roles used to add individuals in the Contacts section, plus the owner and person. Each user role has a check box adjacent to their the name to allow them . This allows any user associated with the record in that role to be selected as a recipient. ** From Address - The email address of the sender. ** Save As Event - Stores the email as an activity.** Send button - Sends the email to the selected recipients. ** Preview - Is blank until a Template is selected. Once the Template is selected then the Preview section will show the contents of the selected Template.
[[Category:Email]][[Category:Email Broadcast]]
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