I have a customer that uses the CRM extensively to map their Leasing process. This means that they will send an email from inside the opportunitty to some other member of the team to have it logged. The issue we’re facing is that is hard to track these emails because it doesn’t have the entity information:
I know that in Acumatica it’s properly linked to the opportunity, but as far as usability, it would be very helpful to have the OpportunityID attached to the end of the subject line or as part of the body without the user having to type it each time.
Best answer by dcomerfordView original