Hi @all,
when a new lead is added to Acumatica, an email should be sent to the lead’s email-address.
This works well for me with the following settings. See Screenshot below.
But the email isn’t linked to the lead I added.
There’s a field to link an object like a lead. See green arrow in Screenshot below.
What is the right syntax for this field to add a link to the lead?
I’d appreciate your tips/ hints.
Kind regards
Michael
Best answer by mkoch
This is what worked for me.
Hi
The Lead email you have put there, is the email which you can see on the Generic Inquiry which serves as the entry screen for the Leads form.
Thanks for your reply.
I’m not sure, if I explained well.
I’ll try again 😊
My steps:
What do I have to do, that the email is linked to the lead? I want to see the email in the acitivity-section of the lead.
I can’t read German, but you seem to have 3 fields where I have two?
Could you let me know what other ‘Link to’ you have there?
If you add a line to the “send by event”-section, you will get 3 Link to fields. See my screenshot below.
If you don’t add a line to the “send by event”-section, you will see 2 Link fields and the checkbox “attach activity” see your Screenshot.
Got ya, I believe the difference is the screens we are referring to.
Could you try to change yours to CR301000 and see if that helps at all?
This is what worked for me.
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