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CRM Activity; How can I change to email Body from HTML to plain text in a GI

  • Mar 6, 2026 10:43 PM UTC
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Good day,

Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. 

I have all the required fields but they want to body of the email included on the GI.

Thoughts?

Thank you.

​@evangrill 

Best answer by elijahr83

Good day,

Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. 

I have all the required fields but they want to body of the email included on the GI.

Thoughts?

Thank you.

​@evangrill 

There isn’t really an out-of-the-box GI formula that cleanly converts CRM Activity Email Body from HTML to plain text. Since the Body field is stored as rich text/HTML, GI will usually return the markup. If you need the body displayed cleanly in the inquiry, the best route is a small customization that creates a plain-text version of the field and exposes that in the GI.

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elijahr83
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  • Mar 7, 2026 3:03 AM UTC

Good day,

Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. 

I have all the required fields but they want to body of the email included on the GI.

Thoughts?

Thank you.

​@evangrill 

There isn’t really an out-of-the-box GI formula that cleanly converts CRM Activity Email Body from HTML to plain text. Since the Body field is stored as rich text/HTML, GI will usually return the markup. If you need the body displayed cleanly in the inquiry, the best route is a small customization that creates a plain-text version of the field and exposes that in the GI.

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  • Freshman I
  • Mar 17, 2026 3:29 PM UTC

​@ELIJAHRSWK07 Thank you for your reply

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