Email Client Template

[Dizy M]

Hi! Need your help regarding email client template

We know that composing email can be seen in the option of the form.

So what we want to accomplish is to have a new module wherein when the user(manager) click it , it will show "Compose email" and he can send the email whenever he want.

So what I did was I tried to put the "Compose Email" in a new module for us to separate it and for the user not to click the record everytime he wants to compose an email.

Result:

So right now, we have a compose email module but whenever I click "Send", it sends the email but the email body is showing "null". Is there any way to show the message? Is there something wrong with the arguments that I put in the link type?

I'd appreciate any help. Thank you!

[Maik Skoddow]

Hi @Dizy M 

your solution cannot be recommended, as the emails sent via your way will not be attached to any record. That way you will not be informed about replies and you also cannot see all the email actions in the activity stream of a record.

So why did you disable the email client on a record and went the module way instead?

Maik

[Dr Atul G- LNG]

Hi @Dizy M 

My thoughts echo with @Maik Skoddow and i have question what benefit is there to make it separate or what business use case?

[Dizy M]

Hi @Maik Skoddow @Dr Atul G- LNG 

The reason why we went on a module way is because business wanted to trigger an email on their end. They wanted to compose an email with a link " yes" and "no" and send it to few users.  For example, if there's a physical event, business will easily send those users an email and will ask them if they can attend the event. The recipients of the email will click the link "Yes" if they will attend the event otherwise they will click the link "No". The result of their response will be stored in a custom table.

[Maik Skoddow]

Hi @Dizy M 

thanks for the explanation. Unfortunately, you did not provide the reason why your management user don't want to send the email from the records in your custom table with OOTB functionality.

Maik