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List View Overview

1,324 bytes added, 14:43, 12 June 2019
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To enable Batch Update Permissions for Organizations and Contacts List Views:
1. Click the 9-square menu icon on the top right of your screen.
 
:: {{Icon-Menu}}
2. Under the heading '''Configuration,''' select '''Global Settings'''.
6. Click '''Save'''.
 
===Group Email ===
The '''Group Email '''function is available for List Views and must be separately enabled.
 
The group email function is helpful because it gives you the ability to send batches of information to an assigned group in a pre-branded template - including attachments - in a single step, without having to re-enter information for each individual recipient. 
 
This can be done for individual records by selecting the roles within a record you'd like to communicate with, and can be sent from almost any screen within a record where there's a list of contacts.
 
Choose the specific records, contacts, or organizations under the group email option and the template you'd like to use. You also have the option to include attachments as required.
 
Once you have everything set up, you can preview the email before hitting '''Send. '''Remember, the default "from" email address will be from the particular administrator logged in as the sender, but that can be easily changed under '''Global Settings >> Security >> Email Settings. '''
 
=====Group Email for Organizations and Users List Views=====
 
1. Click the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under '''Configuration, '''select '''Global Settings.'''
 
3. Under '''Security, '''select '''Email Settings. '''
==Contact and Company List Views==
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