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==Setting up Email within a UTA==
If you are working with a [[Universal Tracking Application]] {{UTA}} with email correspondence that is important to track, then you should consider integrating email messages within your application.
You can configure {{l2}} and {{l3}} records to be tracked as emails which are attached to the relevant Level 1 record. Instructions on how to configure {{l2}} types as emails are as follows. For example, if you are working with “cases” ([[Level 1 Entity]]), it may be important to have a complete audit trail of all email transactions around the case.
When you review the case you could see all emails both sent and received, plus you can create an email directly within the case.
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.
[[Image:394uta.png]]
==Creating an Email Status==
4. Scroll to the '''Email Activity''' section of the page.
[[Image:389utaNewUTAEmailSettings.png|file=]]
This section is used to define the relationship between an email message and a Level 2 type and status.
5. Configure these settings as shown below:
[[Image:388utaEmailsettingsexample.png|file=]]
6. Click any '''Save''' button.
11. Close the '''View Email''' window.
==Configuring Level 3 Types as Emails==
* In some cases, you may want to configure SmartSimple to treat emails as Level 3 objects.
* The benefit of this configuration is that users will be able to send email messages directly from a Level 2 record.
* The configuration steps will be the same as laid out above, replacing references to Level 1 with Level 2 and Level 2 with Level 3.
* In all cases, emails will be displayed in a tab layout under the related Level 1 record.
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[[Category:Universal Tracking Application]][[Category:Email]]
