Smartstaff, administrator
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edits
Changes
→Using Group Email from UTA list view
* Unique Recipient - Indicates that any users associated with the selected records will only be sent one single email as part of the group mailing, rather than one email for every record they are associated with. If this is checked then user will be presented with an alert informing them that "any variables in the Email Template that refer to fields in the UTA (Level 1, 2 or 3) will not be processed if the Unique Recipient checkbox is populated".
* Templates - All public email templates which are appropriate for the UTA level you are sending the email from within. You can select any of the available options but if the Unique Recipient check-box is populated you should not use a template containing variables as these will not be processed for unique recipients.
* Recipients - List of roles used to associate people with a UTA record. This includes the Owner and Contact standard fields, as well as roles used to add individuals in the Contacts section. Each role has a check box adjacent to the name. This allows any user users associated added against a record with the record in that role to be selected as a recipient.
* From Address - The email address of the sender.
* Save As Event - Stores the email as an activity.
