Edit Compose Email

lisac
Giga Contributor

I would like to add a field to the body of an email on the Compose Email function from a Task record

1 ACCEPTED SOLUTION

Yes, you are talking about email client. In order to make changes to the template, you need to create a template of your own on the table you want.   Go to Client Templates module and create a new template as shown below.Here are the screenshots of a sample client template I have created on sc_task table to include the task number in the body of the email.


1.PNG



find_real_file.png


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11 REPLIES 11

Abhinay Erra
Giga Sage

When you say Compose Email function, are you talking about Email client?


I am talking about the 'email' function within a Task record - emailing from the Task.   Does that makes sense?


Yes, you are talking about email client. In order to make changes to the template, you need to create a template of your own on the table you want.   Go to Client Templates module and create a new template as shown below.Here are the screenshots of a sample client template I have created on sc_task table to include the task number in the body of the email.


1.PNG



find_real_file.png


I want to check in the 'to' or 'cc' field when the user input contains the email I want, otherwise an error message will be displayed on the screen.
I am using email client. Is there any way to do this?