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link sent email to lead

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

Thanks to @aiwan !!!

This is what worked for me.

Hi @mkoch

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.

Aleks

@aiwan,

Thanks for your reply.

I’m not sure, if I explained well.

I’ll try again 😊

My steps:

Create and save new lead ✅
email is sent to receiver ✅
Open lead again → Can’t see the email, which was sent to the receiver ❌
See Screenshot below.

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?

Aleks

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?

Aleks