Difference between revisions of "Email Anything"

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(Created page with "{| border="1"|'''Menu or Application'''|'''Search For'''|-|Organization, Search People|People: internal and external, related companies, standard and custom fields.|-|Communic...")
 
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{| border="1"|'''Menu or Application'''|'''Search For'''|-|Organization, Search People|People: internal and external, related companies, standard and custom fields.|-|Communications, Contacts|External people only - limited search capabilities.|-|[[Universal Tracking Application]] > Contact Tab|Same page as the ''Search People'' page.|-|[[Universal Tracking Application]] > Company Tab|Same functionality as the ''Search People'' page, but with companies.|-|Sales Tracking Application > Company Tab|Same page as the Company tab in the [[UTA]]|-|Sales Tracking Application > Contacts Tab|Same page as the ''Search People'' page|-|Sales Tracking Application > My Contacts|Limited to contacts associated with companies where the current user is the owner.|}
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[[File:Objemail.png|@objemail@ example]]
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With the Email Anything feature, you can generate unique email addresses for various objects or records, addingthe convenience of attaching emails directly to the relevant object or record.
 
  
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Email Anything ensures all claimants’ or applicants’ emails are tracked and storedin their own unique record and assigned email address, eliminating lost ormisplaced communications coming into a larger, communal email inbox.
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* The syntax (@objemail@) can be used to generate a unique email address for objects in SmartSimple.
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* This will attach the email as a subrecord to the record from which is has been triggered.
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* The status of the email record is controlled by the '''Received Activity Status '''setting. If there is a [[Workflow]] defined on that status it will be triggered when the record is added.
  
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You can configure the Email Anything featureso that when your external users send an email to a record, a sub-record iscreated on that record. Emails sent to an organization record can createcontact records in the system. Emails sent to a Universal Tracking Application™record can create an activity on that record, so users can interact with andcreate records on your online database without even logging in!
 
  
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The system automatically records allincoming and outgoing activity on the source record so all communications areproperly tracked.
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==Use Cases==
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* '''Review Forms''' - A reviewer can send an email to the application
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* '''Project Management''' - Staff can send email to community contacts while keeping the communication on file, eliminating the need for Outlook Plugin
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* '''Letters of References''' - Applicant will enter referee email address, which will allow the Referee to respond back with the letter of reference attached
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* '''Support Tickets''' - A client can email a ticket directly
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* '''Anonymous Email Address''' - Users can inquire about opportunities without revealing their email address - similar to what online trading-places have
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==Example Usage==
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You can create a [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] Custom field with the following contents:
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<pre>
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<script>// <![CDATA[
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function copyToClipboard(element) {
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  var $temp = $("<input>");
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  $("body").append($temp);
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  $temp.val($(element).text()).select();
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  document.execCommand("copy");
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  $temp.remove();
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}
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// ]]></script>
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<span id="objEmail"><a href="mailto:@objemail@">@objemail@</a></span> <a>(Copy to Clipboard)</a></pre>
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Clicking on the email address will open a new email with your default email program<br />
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Clicking '''Copy to Clipboard''' will copy the email address to your clipboard so you can paste it (Ctrl-V) into your email program etc.

Latest revision as of 12:53, 8 October 2024

@objemail@ example

  • The syntax (@objemail@) can be used to generate a unique email address for objects in SmartSimple.
  • This will attach the email as a subrecord to the record from which is has been triggered.
  • The status of the email record is controlled by the Received Activity Status setting. If there is a Workflow defined on that status it will be triggered when the record is added.


Use Cases

  • Review Forms - A reviewer can send an email to the application
  • Project Management - Staff can send email to community contacts while keeping the communication on file, eliminating the need for Outlook Plugin
  • Letters of References - Applicant will enter referee email address, which will allow the Referee to respond back with the letter of reference attached
  • Support Tickets - A client can email a ticket directly
  • Anonymous Email Address - Users can inquire about opportunities without revealing their email address - similar to what online trading-places have


Example Usage

You can create a Read Only – System Variables Custom field with the following contents: 

<script>// <![CDATA[
function copyToClipboard(element) {
  var $temp = $("<input>");
  $("body").append($temp);
  $temp.val($(element).text()).select();
  document.execCommand("copy");
  $temp.remove();
}
// ]]></script>
<span id="objEmail"><a href="mailto:@objemail@">@objemail@</a></span> <a>(Copy to Clipboard)</a>

Clicking on the email address will open a new email with your default email program
Clicking Copy to Clipboard will copy the email address to your clipboard so you can paste it (Ctrl-V) into your email program etc.

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