Changes

Group Email

1,133 bytes added, 18:29, 10 February 2014
no edit summary
* Navigate into the record and scroll down to the Contacts section.
 
* Click on the Group Email button to launch the Group Email window.
[[Image:GroupEmail5.png]]
 
* The window is comprised of the following elements:
** 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.
** Recipients - List of potential recipients of this email. This is based on the individuals in the Contacts section, plus the owner and person. Each user has a check box adjacent to their name to allow them 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.
 
 
==Using Group Email from UTA list view ==
 
* The UTA also provides the [[List View overview|list view]] to view similar records, whether level 1, 2 or 3.
 
* The Group Email feature is also enabled against the list view, but is slightly different fro
* Click on the Group Email button to launch the Group Email window.
Smartstaff, administrator
4,478
edits