Tag: Message record

Attach email data to a record without sending an email

Emails attached to the records can be seen under the communication subtab. We can add a new email entry here by using the ‘N/message’ record without actually sending any email. Message records can be edited only during the create operation. After they are created and submitted, existing message records cannot be edited. Existing message records… Continue reading Attach email data to a record without sending an email

Add recipients when email send using Email button in Invoice record

Requirement: Add recipients when email send using Email button in Invoice record On hitting the Email button in the Invoice, autofill up to 4 contacts with a specific role under the Customer in the Invoice record in the “To” field of the email. Solution: The script was created for the message record (user event). The… Continue reading Add recipients when email send using Email button in Invoice record

Create a Link that Opens a New Email Message with Default Email Template

Navigate to Home > Set Preferences > General tab > Defaults section to check Show Internal IDs. Click Save.  Navigate to Lists > Employees > Employees. Take note of the Internal ID of the Employee record where you want the message to be stored. Navigate to Documents > Templates > Email Templates. Take note of the Internal ID of the Email Template you want to use.  Navigate to Customization > Centers and Tabs > Center Links. Provide a Label (e.g. New Email Message). For the URL, use… Continue reading Create a Link that Opens a New Email Message with Default Email Template