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List View Overview

1,533 bytes added, 15:11, 12 June 2019
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2. Under the heading '''Configuration,''' select '''Global Settings'''.
3. Under the tab '''Security,''' select '''System Feature Permissions'''.
 
:: [[File:Sys feature permissions.png|600px|bordfer]]
4. The Enable Batch Update option should be listed first.
6. Click '''Save'''.
===Group Email Email===
The '''Group Email '''function is available for List Views and must be separately enabled.
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. ''' :: [[File:Email from address.png|700px|border]]
=====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. '''
 
Email Settings have a number of functions and options.
 
{| class="contenttable"
|-
||'''Security'''
||
'''Enable Role Restrictions '''- Define which [[User Role|roles]] are able to end to other roles, and restrict the type filtering used when searching for recipients
 
'''Disable From Address -''' Managers are only able to set the From address field to a value other than their own email address
 
'''Recipients Under Association Company''' - Allow [[Association Settings|associated]] users to be recipients to an email
 
'''Enable on Behalf Of - '''Send emails from csr360@smartsimplebk.com on behalf of the From Address specified
 
'''Enable Reply-To - '''Send emails with Reply-To set to the From Address specified
 
'''Enable Default From Address - '''This email address will be set as the default From Address when composing an email
 
|-
||'''Email Broadcast Manager Roles'''
||Select which roles are able to have manager permissions for emails. These permissions include the disabling or changing of the From Address for emails and more. 
|-
||'''Restrict Email Access'''
||Select which roles do not have email access for your SmartSimple system.
|-
||'''Restrict Instant Message Access'''
||Select which roles do not have [[Using Instant Messaging|instant message]] access for your SmartSimple system.
|-
||'''Failed Email Alert'''
||Write the default failed email alert template, including the From and To Address, the subject name, the body content, and the frequency. 
|}
==Contact and Company List Views==
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