Action Notes auto populate with email message

henry kurusz

Hello-

 

Previously when I opened a new note, selected Email as category and used the small email icon to generate a new email to a constituent, it would automatically populate my email into the action note tab. This eliminated the need for copy/paste and ensured every user could view the contact with the constituent.

I was wondering if anyone knew a way to change the settings to allow this field to auto-populate?

thanks,

Henry 

Joshua Bekerman bCLO bCRE

Henry Kurusz:

Hello-

 

Previously when I opened a new note, selected Email as category and used the small email icon to generate a new email to a constituent, it would automatically populate my email into the action note tab. This eliminated the need for copy/paste and ensured every user could view the contact with the constituent.

I was wondering if anyone knew a way to change the settings to allow this field to auto-populate?

thanks,

Henry 

Sounds like solution BB88875 would help:

Answer

1. From the Configuration page, click Business Rules

2. Select Email Options

3. In the When an email is sent to a constituent... section mark the Automatically create an action for that constituent checkbox

 

henry kurusz

Josh Bekerman:

Sounds like solution BB88875 would help:

Answer

1. From the Configuration page, click Business Rules

2. Select Email Options

3. In the When an email is sent to a constituent... section mark the Automatically create an action for that constituent checkbox

 

 thank you very much!