When you send an email from the software, you can automatically create an activity that includes the date, time and user who sent the email along with the email text.
To create an activity from a sent email, follow the below steps:
- On the Email window, select the Additional Information tab.
- Select the activity type for the activity from the Activity Type field.
- Click Send to send the email. The activity is added when the email sends.
You can also configure the software to automatically select an activity type on the Email window. This allows you to have an activity created every time an email is sent without having to select the activity type each time.
- Click the Organization Configuration link from the Main Menu. The Organization Configuration window opens.
- Select the Email tab.
- Select the default activity type from the Default Activity Type drop-down.
- Click OK.
Comments
3 comments
Hello,
I would like to:
1. add the Activity Type to Email Template settings, so it's automatically selected when a template is used;
2. choose the status of the resulting Activity before the email is sent, rather than having it default to Completed.
I don't see a way to do either of these: are they hiding, or just not possible?!
Thank you,
Zak.
0 upvotes
Hi Zak,
At the moment these features are not available. I encourage you to submit an enhancement request to get them on Product Management's radar.
Thank you!
--Carrie
0 upvotes
Thanks, Carrie.
Enhancement Request submitted: Ticket #92772 .
Zak.
1 upvotes
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