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Email

2,104 bytes added, 17:42, 19 June 2019
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=Overview=
'''Email Access '''is provided within [[SmartSimple]] from two different features. Regardless of which technique you use, you are always able to store incoming emails with the contact that sent the messages, provided that contact exists within your [[SmartSimple]] system. Contact activities include all emails as well as other types of activities. When you save an email address to a specific contact, it will become visible to anyone who has access to view that contact.
 
See here to learn [[User#Configuration - Essentials|how to add users and contacts]]. 
 
==Accessing Email from the Menu==
 
1. Click the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under the '''Communications '''heading, select '''Email. '''
 
You will be able to access your email accounts here in a manner similar to a traditional email program such as Microsoft Outlook. You are able to use this menu to send, receive, answer, and forward emails. 
 
==Accessing Email through Message Center==
 
The second method of accessing email is through the [[Email#The Message Center|Message Center]]. When you click on any person's email address, regardless of the [[application]] or feature you are using (such as by viewing their [[profile]]), you will launch the Message Center which allows you to compose and send an email message. 
 
=<span id="Types_of_Email_Services" class="mw-headline">Types of Email Services</span>=
* You can access email accounts in [wiki/SmartSimple SmartSimple] provided the type of account is either '''POP3''' or '''IMAP'''.
* You cannot access other types of email services that are not configured to operate as '''POP3''' or '''IMAP'''.
* The accounts you wish to access must have been previously established with some other service.
* [wiki/SmartSimple SmartSimple] does not provide an email server; however, you can send emails from within [wiki/SmartSimple SmartSimple] if your email service is unavailable.
 
For more help about email services, contact the SmartSimple [[How the SmartSimple Support Desk Works|Support Desk]]. 
 
=Configuration - Essentials=
==The Message Center==
* '''General: '''Email Template will be available in all contexts.
* '''[[Universal Tracking Application|UTA]] Level 1: '''Email Template will only be available when sending an email from a UTA {{ Banner-Billable }}</span>* '''{{ Banner-UnderConstruction }}</span> ''''''Level 2 & 3: '''Email Template will only be available when sending an email from a UTA {{ l3 }} or {{ UTA }}.
* '''Contact: '''Email Template will only be available when sending an email from a contact record.
The body of the message can be typed here. All types of formatting are supported - you are able to copy and paste information from other programs, including images, into the body window. 
'''View Variables - '''Click this option to see from a list of system-wide variables. These will be autopopulated with the appropriate text based on the recipients. For example, @GrantID@ will autopopulate with the specific grant ID number if you are sending it to the grant recipients from a {{ l1 }} {{ Deprecated }}</span>. See the [[Variable List]] for more. 
'''Font/Content Modification - '''Utilize the menu options available in the body text window to modify the content of your email. For example, you can change the font weight (bold or not) and size, as well as formatting of columns and indents. 
'''Note: '''The '''Save As '''button is for when you create a template for the first time. Clicking this will enable a pop-up that prompts you to put in the Template Name so that it can be saved into the system. Otherwise, clicking '''Save '''will suffice when you are making changes to an already existing template.
 
===Message Template Example with Variables===
=Configuration - Advanced=
=Appendix=
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