Email Client Template in activity

[BK9]

Hi All,

I'm currently looking for a solution to display sent email client template emails in the activity log. I have a ui macro(ref_contribution) that is navigating to an email client template to sent notifications using a form field. How do I get these sent notifications to display in the activity log, since I can't trigger an event in a ui macro? Can/should I trigger a event in a ui macro for this to work? Thank you.

[vbonnet]

Hi ,

I finally found a way to tackle that issue. At least it's simple and suitable according to my needs.

The core difficulty was to be able to trace e-mails activities into "Activities tab".

I show you what I've done.

Go to "Activities tab", right click on «     Activity   (the write area/thing) to make « Personalize Activities » appear. With this option you'll be able to choose whatever you want to be seen in that tab.

I hope this solution can help you.

[BK9]

Thank you, but the activities don't provide the sent quick email clients.  

[geoffcox]

There are a couple of options.

1. You could add a string field to the dictionary for that table, and have a business rule put some useful text into that column whenever the quick email thingy is used. You don't need the string field added to the form. But then you can add the string field to the activities display.

2. We have gotten away from showing the activities field on our forms because they seem to slow down the form loading. Instead, if there are special things we want to display we add a read only journal field to the form and business rules add messages to the journal as necessary. For example, who an email was sent to whenever a notification was fired.

[The Machine · Accepted solution]

Hi Brent,

I ran into the same issue and found that it was our sub production environments that weren't showing the sent email from the email client, but when I tested it in our live environment, all worked as expected. So quick messages and templates should work at least from my testing.   I thought it was a bug with the email client not logging anything in the activity.

Mike

[BK9]

I found this out when I deployed my changes. Thanks Mike