Hi colleagues,
have any of you added recipients (To: ) field under Customers/Activities tab when the activity type = email?
How hard would it be?
That would tremendously help our internal AR collections users.
Thank you!
Answer
Adding Email Recipients under Customer Activities
+1Best answer by Dioris Aguilar
1- Add an unbound field (not in database) to CRActivity with the following attributes:
[PXString(4000)]
[PXDBScalar(typeof(Search<SMEmail.mailTo, Where<SMEmail.refNoteID, Equal<CRActivity.noteID>>>))]
[PXUIField(DisplayName="Mail To")]
2- Add the unbound field to the Customer screen:
End result:
(Customization attached)
+21- Add an unbound field (not in database) to CRActivity with the following attributes:
[PXString(4000)]
[PXDBScalar(typeof(Search<SMEmail.mailTo, Where<SMEmail.refNoteID, Equal<CRActivity.noteID>>>))]
[PXUIField(DisplayName="Mail To")]
2- Add the unbound field to the Customer screen:
End result:
(Customization attached)
+1Thank you so much
~Anna
I tried in this version 22.207.0013
I need to add custom value in reasons combo box of opportunity won/close.
I tried so many times solutions, but it is not working.
I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?
Thanks in advance.
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