==Using Group Email from UTA list view ==
* The Send an email to contacts in a specific role, associated with a specific UTA also provides the [[Level level 1 List View|list view]] to provide an overview of similar records in one go. , 2 or 3 record:
* The Group Email feature is also enabled against the list view, but is slightly different from the Group Email feature available against the individual records. This difference is necessary because sometimes there is a need to only send users one email per group mailing, not one per record. * # Go to the desire UTA and click on select the tabs along the top to access the Level 1, Level 2 or Level 3 records. You desired list view (you can use the [[Search Panel Options| search panel]] to narrow down the list of records). # Check the desired records.* # Click the '''Group Email''' button in the action bar (you must check boxes against a record to see the records that button).# Check the Roles you want to send the email to (note if the Group Email number of users selected is 0 no one will be sent againstreceive an email).# Click '''Next'''. # Choose a '''Template'''.# Enter a '''Subject'''.# Modify the email body as desired. # Click '''NOTE:Next''' If you .# See preview and click on the Group Email button without having any check-boxes populated '''Next'''.# The email is sent, you will receive an alert informing you of can close the need to select at least one recordmodal window.
:[[Image:GroupEmails1.png|border]]
* The Note: Group Email window from a UTA list has an option for '''Unique Recipients'''. If checked this option will launchonly send one email to each recipient even if they are attached to multiple records.:[[Image:GroupEmails2Additionally UTA level 1, 2 and 3 variables will not be processed when this option is checked.png|border]]
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 but if the Unique Recipient check-box is populated you should not use a template containing variables as these will not be processed for unique recipients.
* Recipients - List of roles used to associate people with a UTA record. This includes the Owner and Contact standard fields, as well as roles used to add individuals in the Contacts section. Each role has a check box adjacent to the name. This allows users associated added against a record with 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.
'''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.
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