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Question

CRM - Business activity, send email with notes

L
Sidekick (Employee)
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  • Lorena
  • Sidekick (Employee)
  • 8 replies

CLOUD 22R2.

 

Is it possible to add the notes inserted in the business activity when sending an email?

 

test case:

  1. Open a Business acivity and add a note
  2. select ‘send email’
  3. the system does not recover this note in the email. is it possible using configuration to retrieve this note in the email?

Thanks in advance

 

Lorena

2 replies

M
Hero (Employee)
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  • Masheesh
  • Hero (Employee)
  • 50 replies
  • February 8, 2023

Hi @Lorena ,

Currently it is not possible to include notes when you send an email. Probably you can log an idea in IFS Community and we can check in a future cloud release.

Best regards,

Masheesh 

L
Sidekick (Employee)
Forum|alt.badge.img+6
  • Lorena
  • Author
  • Sidekick (Employee)
  • 8 replies
  • February 8, 2023

Hi Masheesh,

 

Thank you for your quick response!:) I thougth that there was a way to implement with configurations.

Thanks again,

Lorena

M
1 person likes this
  • M
    Masheesh

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