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Email Anything

92 bytes added, 19:50, 30 November 2018
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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'' pageFile:Objemail.png|-|[[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@objemail@ example]]|-|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.|}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.
Email Anything ensures all claimants’ or applicants’ emails are tracked and storedin their own * The syntax (@objemail@) can be used to generate a unique record and assigned email address, eliminating lost ormisplaced communications coming into for objects in SmartSimple.* This will attach the email as a larger, communal subrecord to the record from which is has been triggered.* The status of the email inboxrecord 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.
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!
The system automatically records allincoming and outgoing activity ==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 [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] Custom field with the following contents: <pre><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></pre> Clicking on the source record email address will open a new email with your default email program<br />Clicking '''Copy to Clipboard''' will copy the email address to your clipboard so all communications areproperly trackedyou can paste it (Ctrl-V) into your email program etc==See Also==* [[Email Anything - Why?]]
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