Changes

Jump to: navigation, search

List View Overview

1,465 bytes added, 15:26, 12 June 2019
no edit summary
:: [[File:Enable batch update permission.png|350px|border]]
Click into the text box in order to look up which roles in the system you would like to make the Batch Update functionality available to. Best practice is to make this function only available to System Administrators.
 
6. Click '''Save'''.
||Write the default failed email alert template, including the From and To Address, the subject name, the body content, and the frequency. 
|}
=====Group Email for UTA List Views=====
'''Group Email '''for UTA List Views must be enabled from the specific UTA itself. 
 
1. Select the UTA that you want to enable Group Email for from the 9-square menu icon. 
 
3. Once the UTA records are displayed, select the '''cog icon '''on the top of the UTA page to enter '''Configuration Mode.'''
 
:: [[File:Config settings.png|border]]
 
4. Once you are in '''Configuration Mode, '''select the tab '''Security.'''
 
'''Note: '''If you want to set Email Role restriction, toggle on the '''E''''''nable Email Role Restriction '''feature. This means that on the current UTA records, users can only email those who their role allows. This is set in conjunction with [[Roles and Security Settings]]. 
 
:: [[File:Screenshot 32.png|500px|border]] 
 
 5. To '''Enable Group Email '''for that UTA, select '''Feature and Function Permissions.'''
 
:: [[File:Feature n function permissions.png|500px|border]] 
 
6. Going on the second tab (labelled differently depending on the [[Level 1 Entity]] for that UTA), scroll down until '''Enable Group Email. '''
 
:: [[File:Screenshot 33.png|800px|border]]
 
* The '''question mark icon '''next to the title will give you tips on how to use Logic, should you wish to configure Group Email through that route.
* The '''Role '''text box will allow you to click in and select which roles will have '''Group Email '''functionality for that UTA.
 
7. Click '''Save. '''
==Contact and Company List Views==
2,299
edits

Navigation menu