Changes

Group Email

361 bytes added, 19:04, 10 February 2014
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SmartSimple provides Group Email functionality within all levels of the '''[[UTA]]''' to permit the mailing of multiple individuals associated with an entity.
 
==Enabling Group Email==
* The Group Email button should now appear in the appropriate level of the UTA based on the conditional statement entered.
[[Image:GroupEmail4a.png]]
 
 
==Using Group Email from within individual UTA record==
* Click in the check boxes against the records that the Group Email will be sent against.
NOTE: If you click on the Group Email button without having any check-boxes populated you will receive an alert informing you of the need to select at least one record.
[[Image:GroupEmails1.png]]
[[Image:GroupEmails1.png]]
* The Group Email window will launch.
 
[[Image:GroupEmails2.png]]
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. ** 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 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.
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