8,849
edits
Changes
→Setting up Email within a UTA
To use this feature you will need to perform the following steps:
* Create a Level 2 item that will function as the transaction type to store the email. All emails are Emails can be stored as Level 2 items.
* Generally, you will name the item type “email” and have some statuses within the Level 2 statuses to reflect email items ('''Sent''' and '''Received''').
* Enable the '''email''' tab within the [[Application|application]] so the [[User|user]] can click this tab when they wish to send an email.
