Attach email data to a record without sending an email

Emails attached to the records can be seen under the communication subtab. We can add a new email entry here by using the ‘N/message’ record without actually sending any email. Message records can be edited only during the create operation. After they are created and submitted, existing message records cannot be edited. Existing message records… Continue reading Attach email data to a record without sending an email

Add recipients when email send using Email button in Invoice record

Requirement: Add recipients when email send using Email button in Invoice record On hitting the Email button in the Invoice, autofill up to 4 contacts with a specific role under the Customer in the Invoice record in the “To” field of the email. Solution: The script was created for the message record (user event). The… Continue reading Add recipients when email send using Email button in Invoice record

Open Email Message Popup Window using a custom button and set default values

The following User Event Script deployed to Sales Order record places a button on the sales order page named Email CS. Once this button is clicked, an email message window popup will be opened with predefined values of recipient and template category. We could pass many field values through the URL parameters. For those values… Continue reading Open Email Message Popup Window using a custom button and set default values