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Adding Email Recipients under Customer Activities

  • 22 February 2023
  • 4 replies
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aborisova37
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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!

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Best answer by Dioris Aguilar 22 February 2023, 23:26

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~Anna

4 replies

H
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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.

 

aborisova37
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Userlevel 5
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Thank you so much @Dioris Aguilar, let us try.

~Anna
Dioris Aguilar
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@aborisova37 You can accomplish this by customizing the Customers screen as follows (this would require some technical knowledge):

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)
 

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M
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Hi @aborisova37!

I believe this cannot be done through the UI. It will require a customization.

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