Smartstaff
282
edits
Changes
no edit summary
=Currently Supported Features=
{|class="wikitable"
|-
!| Feature!| Complexity!| Usage!| Description
|-
|| General Email Settings|| Medium|| User Initiated|| * General system setup, and global settings ranging from email routing and SMTP relay, to security and permissions. To ensure that a large volume of emails is not inadvertently triggered, you can set limits on the amount of emails sent at one time, which can notify system administrators.
|-
|| [[Overview_of_the_Email_Broadcast_Application|Email Broadcast]]|| Low|| User Initiated||
* Bulk email feature allows you to create email templates, and send ad-hoc to your contacts en masse. Similar to a mail merge.
* Target recipients are added through the use of User filters.
|-
|| [[Group Email]]|| Low|| User Initiated||
* Bulk email feature allows you to send email ad-hoc to a subset of users based on their association to other records, ranging from UTA records, to Organization records.
* Target recipients are added through the use of many types of list views, e.g. you can use this to target the owners of UTA Level 1 records based upon any criteria that you wish to filter the UTA Level 1 list view.
|-
|| [[Workflows_Overview#Task_Type:_Acknowledgement|Workflow Email]]|| Low|| System Automated||
* Automated background function, used to facilitate process automation. These emails are configured as Acknowledgement-type tasks within a Workflow, in order to trigger based upon dynamic conditions, as configured, and to target recipients dynamically, as configured.
|-
|| Reminder and Follow-Up Email|| Low|| System Automated||
* Automated background function, used to send email reminders to activity owners, e.g. UTA Level 2 activities, at a specified number of days before or after the activity start and end dates.
|-
|| [[Email_Anything|Email Anything]]|| Low|| System Automated||
* Automated background function, provides a unique email address for each record within your SmartSimple system, used to save a copy of email messages and attach them to the targeted records.
* Allows you to send an email to the unique email address of a record, and the system will receive this email and automatically create an email activity, associated to the record.
|}
=Retired Features=
The following are past features that have been deprecated and should no longer be used.
{|class="wikitable"
|-
!| Feature!| Complexity!| Usage!| Description
|}
