E-mail Field - Open In Outlook or E-mail Activity

re: E-mail Field - Open In Outlook or E-mail Activity

Danny Varghese — Tue, 23 Jun 2009 03:22:58 GMT

Hi Ganni,

With this current method there isn't because it will pull up an e-mail message with your default e-mail client. You can change your default e-mail client to have a different "from" name.

Another thing you can do is to create a .NET application and use SMTP to send an e-mail in which you can configure the "from" address.

Hope that helps!

re: E-mail Field - Open In Outlook or E-mail Activity

Ganni — Fri, 05 Jun 2009 12:18:43 GMT

it is possible to defined the From addrese?

re: E-mail Field - Open In Outlook or E-mail Activity

Danny Varghese — Thu, 16 Apr 2009 21:13:41 GMT

Hi Debbie,

Through CRM you can set the regarding. For track in CRM, since it's a button, the only thing i can think of is to find the CRM function pressing the button calls. Then maybe call that directly in your JavaScript.

Good luck!

re: E-mail Field - Open In Outlook or E-mail Activity

Debbie — Thu, 16 Apr 2009 20:51:12 GMT

Danny,

thanks so much for your quick response:). One more question, throught scripting can we set regarding and track in Crm?

Thanks again.

re: E-mail Field - Open In Outlook or E-mail Activity

Danny Varghese — Thu, 16 Apr 2009 20:12:22 GMT

Hi Debbie,

You want to place this script in the onLoad() event of the form. So you have to open the contact form in the customization section, click on Form properties, then events, then onLoad(). You can copy and paste the code there with the appropriate schema name of the field. Save and publish and you shoul be good to go!

I hope this helps, good luck and please let me know if I need to clarify further.

re: E-mail Field - Open In Outlook or E-mail Activity

Debbie — Thu, 16 Apr 2009 19:46:05 GMT

I tried the first script, adding it to the form contact, on the email field properties under events...is this where i would place the script? I'm sorry but am new to CRM and scripting. Could i have more detailed instructions?

Thank you.

re: E-mail Field - Open In Outlook or E-mail Activity

Danny Varghese — Wed, 08 Apr 2009 19:02:10 GMT

Another thing you can do is if you want to use BLOCKED SCRIPT

crmForm.all.cc.DataValue = crmForm.all.ownerid.DataValue;

That might be easier, good luck!

re: E-mail Field - Open In Outlook or E-mail Activity

Danny Varghese — Wed, 08 Apr 2009 18:45:27 GMT

Hi Mukesh,

If I understand you correctly, on the load of the form, you want to take the user's e-mail address and populate the "CC" field? To do this with javascript, take a look at the following post: www.crowehorwath.com/.../hide-show-fields-in-crm-4-0-based-on-security-role.aspx

The post has some javascript code to retrieve the userid of the current user. You can modify this to retrieve the user's e-mail address. Hope that helps!

Please let me know if you need anything else, thanks!

re: E-mail Field - Open In Outlook or E-mail Activity

mukesh — Tue, 07 Apr 2009 06:59:35 GMT

Hi Danny,

Can you help me with the code to set "cc" field on the email activity form to default to the user's system name(email address) on the "onLoad" event?

Once the "cc" field is defaulted to the user's email adddress, there should however be no limitation or restriction to prevent the user addiny many more recipients in the "cc" field.

your help will be appreciated

regards