Grab emails sent using Email Client and add into activities (filtered)

[carlos_monchuch]

Hi all, seen a few threads on this and none seem to answer the question exactly.

What i need is a way to grab the email sent using the email client, and insert into activities, just like customer communication does.

Yes i can insert this into the comments field, but that will duplicate the email, i can add to work notes, but that adds confusion.   I just would like to insert into activities somehow?

In previous posts answered, advice is to add "send/received emails" to the activities filter, this works fine for comments updated but not when email client is being used to send.

On that, if i could make the comments section an HTML field, and add an attachment function to the field all my issues would be solved, i could remove the email client icon all together form the top right as the only reason this is used mainly is to add attachments.

Any assistance appreciated.

[oharel]

Hi Michael,

Just curious:

Did you right click where it says "Activity" (under Activities tab or section) and then Personalize Activities?

If you haven't, try it and look for "Sent/Received Emails" on the left side of the list.

Harel

[mmongeau]

In Eureka the activity list can be filter by clicking on the arrow to the right of the Activity label.   It shows a number of checkboxes but email is not one of them..    

[oharel]

Hi Michael,

Yes, you will not see it there, even if it is in the list of activities.

Try right clicking next to the activities:

and then find Send/Receive

Harel

[mmongeau]

Excellent! I was right-clicking directly over the "Activity" keyword and getting the normal browser context menu.   When I right-clicked directly over the list of activity types I could see the "Personalize Activities" option.   I have it working now.

Thanks so much.

    Michael

[oharel]

Pleasure