How to enable access to an Email Client Template from the Call module/application/table?

jMarshal
Mega Sage
Mega Sage

We are using the "Call" table/module for first tier triage in our organization...but we would like to be able to use an Email Client Template here and I'm having trouble getting it to work (be available) in the module (as a UI Action in the top right, when you click on the ellipsis "..." ).

I have created a new Email Client Template record for the Call table ([new_call]), but when I go to the module and open a record and click on the ellipsis, there is no "email" option.

I implemented this for Incident and SCTask simply by creating the Email Client Template record associated with the respective table...but this isn't working for the Call table, specifically.

...is this again because [new_call] doesn't extend from Task? (this seems to be a bit of a theme with limited functionality for that specific table/module)

Any help will be appreciated. Thanks in advance!!!

1 ACCEPTED SOLUTION

Jag5
Tera Guru

Hello James,

 

Add email_client=true in the attribute field of collection type dictionary entry in your table. find_real_file.png

Thanks,

Jag.

 

Please mark CORRECT/HELPFUL as needed. 

View solution in original post

2 REPLIES 2

Jag5
Tera Guru

Hello James,

 

Add email_client=true in the attribute field of collection type dictionary entry in your table. find_real_file.png

Thanks,

Jag.

 

Please mark CORRECT/HELPFUL as needed. 

That was it! Thanks so much!

Now that I think of it, I DO remember doing that when adding the email client to SCTASK...just gotta get used to these things (new admin, here).