Changes

Jump to: navigation, search

Email

1,429 bytes added, 18:10, 19 June 2019
no edit summary
:: [[File:Email menu emmy.png|600px|border]]
: :* See [[Email#Email Menu Options|Email Menu Options]] for more information about the functionality of the Email feature. 
==Accessing Email through Message Center==
The second method of accessing email is through the '''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. 
:* See [[Email#Creating a New Email from the Message Center|Creating a New Email from the Message Center]] for more information on how to create and send an email through this method.
==<span id="Types_of_Email_Services" class="mw-headline">Types of Email Services</span>==
:* You can access email accounts in 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 SmartSimple does not provide an email server; however, you can send emails from within [wiki/SmartSimple SmartSimple] if within 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=
==Email Menu Options==
::: [[File:Email menu emmy.png|600px|border]]
{| class="wikitable"
|-
The contact's email address will appear on their profile. 
::: [[File:Email message center example 1.png|500px|border]] 
Clicking directly on their email address will allow a modal window of the '''Message Center '''to pop up. 
::: [[File:Message center preview.png|750px|border]] 
Your first option is to choose a '''Template '''from a drop-down of available Message Templates in the system that your [[User role|role]] has permission to use. This article will provide instructions for [[Creating a New Message Template]] later on. 
Your next option is to either send by email or or [[Using Instant Messaging|'''Instant ''' Message]],''' '''another communications feature in [[SmartSismple]] hat within SmartSimple that can be accessed from the main [[menu]]. 
After confirming those options, you can then click on your next step: 
* '''Compose: '''Clicking the Compose button will bring you to a new email page within the same modal window. The new email page looks similar to what you would see in Microsoft Outlook or Gmail.
** If you do not select a template, this page will appear with all fields blank except for the '''To '''field, which will be populated with the email address of the contact whose email you clicked. 
** If you do select a template, any features that have been created in the [[Creating a New Message Template|Message Template]] will already be displayed. 
** No matter the template, you can still modify your body content via the menu in the body text window, which allows changes to such features as font weight, etc. 
* '''Compose in New Window: '''Clicking this button will have the same functionality as the '''Compose '''button except that the page will appear as a new window. This window can then be moved around, minimized, or closed to allow you to continually see and use other SmartSimple functions. 
* '''Preview: '''Clicking the '''Preview '''button will generate a preview depending on the '''Template '''that you have chosen. The preview will be generated at the bottom half of the modal window of the '''Message Center, '''under the heading '''Preview. '''
* '''Close: '''Click this button to close the Message Center. 
==<br />The Message Center==
The '''Message center''' is used to display pre-defined message templates in order to simplify the creation of an email message, and to streamline the emailing process. You can make email templates available to certain roles or create your personalized, user-specific signature to append to your emails.
1. Click the 9-square menu icon on the top right of your page.
::: {{Icon-Menu}}
2. Under the heading '''Communications, '''select '''Email. '''
::: [[File:Email from meu.png|600px|border]]
3. Click into the second tab labelled '''Templates.'''
::: [[File:Email templates.png|500px|border]]
Any templates that are already available to the system will be listed. Click the '''pencil icon '''on the left of the name of the template if you would like to edit that specific template. 
2. Fill out the form fields to create a new email template.
::: [[File:Email new template save as.png|800px|border]] 
{| class="wikitable"
|-
You can select from one of the following options: 
:* '''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 }}:* '''{{ Banner-UnderConstruction }} ''''''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.
|-
2,299
edits

Navigation menu