==Using Group Email from within individual UTA record==
To send a group email to any contacts associated with a level one from a level one record:
==Using # Navigate into the desired record in the UTA.# Click the '''Edit''' button in the action bar (the record must be in edit mode to use group email).# Click the '''Contacts''' tab.# Check one or more contacts that you would like to email.# Click the '''Group Email ''' button (will open a modal window to guide you through the process).# You will see the list of contacts to be emailed, click '''Next'''.# Choose a '''Template''' from within individual UTA record==the dropdown.# Add a '''Subject'''.# If you want to save the email as an activity check '''Save as Event''' (see note below).# Modify the body of your email as desired. # Click '''Next'''.# See preview of how the email will look.# Click '''Send Message'''.# You will get a notification that the Email was sent successfully and you may close the modal window.
* Navigate into the record and scroll down to the Contacts section.
* Click on '''NOTE:''' When checking off '''Save As Event''', if an Email activity has been configured in the UTA the Group Email button to launch will be stored against the Group record. If no Email window.[[Image:GroupEmail5activity is configured the Email activity will be saved against the contact profile of all recipients.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.
'''NOTE:''' When checking off Save As Event, if an Email activity has been configured in the UTA the Email will be stored against the record. If no Email activity is configured the Email activity will be saved against the contact profile of all recipients.
==Using Group Email from UTA list view ==