8,849
edits
Changes
→Setting up Email within a UTA
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 relevant parent 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.
