Changes

:* See A section later on in this article titled [[Email#Email Menu Options|Email Menu Options]] for  will provide more information about the functionality of the Email feature. 

:* See A section later on in this article titled [[Email#Creating a New Email from the Message Center|Creating a New Email from the Message Center]] for more information on  will explain how to create and send an email through this method.

The '''Message centerCenter''' 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.

After confirming those options, you can then click on your next stepwith one of the buttons: 

* {| class="contenttable"|-||'''Compose: '''||Clicking the Compose 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 expect when composing an email in Microsoft Outlook or Gmail.** If you do not select a templateTemplate, 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 you ''do '' select a templateTemplate, any features that have been created in the in [[Creating a New Message Template|Message Template]] will  will already be displayed. ** No matter the templateTemplate, you can still modify your body content via the menu in the body text window, which allows changes to such features as font as font weight, etcor colour. * |-||'''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 aroundyour screen, minimized, or fully closed in order to allow you to continually see and use other SmartSimple functions. * |-||'''Preview: '''||Clicking the the '''Preview '''button will generate a preview depending on the '''Template '''that the Template you have chosen. The preview will be generated at the bottom half of the modal window of the '''Message Center, '''under the heading heading '''Preview. '''* |-||'''Close: '''||Click this button to close the Message Centerand return to the contact profile whose email address you clicked. |}===Attaching Files to Email ===You will have options to '''upload files '''at the bottom of the new email page. You can upload files from [[SmartFolders]] within your SmartSimple [[instance]] or from a Local Disk (your own computer). The '''Local Disk '''option has a max file upload size of 10MB. Click the '''Attach '''button to the right of these options to attach the files selected.  If email is originated from a [[UTA]] item, you have the option to upload '''Files from Custom Fields. ''' A "Custom Fields" button will be available for the [[User|user]] to attach files that have been uploaded into certain fields on the UTA object ([[Custom Field Type: Link – Single File|single file]], [[Custom Field Type: Display Only – Image|image]] and [[Custom Field Type: Link – Multiple Files|multi-file]] upload fields).

: :* 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. 

:::: [[File:Email new template save as.png|800px|border]] 

::* '''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.

:* You can configure the '''Email Anything '''feature so that when your external users send an email to a record, a '''sub-record '''is created on that record.:* Emails sent to an organization record can also create contact records in the system.:* Emails sent to a {{UTA}} record can create an '''activity '''on that record; users are then able to interact with and create records on your online database without even logging in.:* The system will automatically record all incoming and outgoing activity on the source record so all communications are properly tracked.