8,849
edits
Changes
no edit summary
If you are working with a {{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 their the relevant parent 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.
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.
==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.
{{PrevNextStart}} [[Security Matrix and the Shadow Applications]]
{{PrevNextMid}} [[Exporting Companies and Contacts]] {{PrevNextEnd}}
[[Category:Universal Tracking Application]][[Category:Email]]
