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Sending report : add email to project activities

  • 2 February 2024
  • 3 replies
  • 68 views

Hello,

 

I have an action in the project screen (PM301000) which generate a report.

This report is sent to the customer using the email template defined in the report.

I’d like to register this email in the project activities, but i don’t know how.

 

I’ve tried :

  • Link to account in the email template

 

  • ActivitySource in the email settings of the report

 

But the Activities tab on the project screen still remain empty :

 

Any ideas ?

Thanks.

 

3 replies

T
Rank

Activities tab on the project screen still remain empty

 

Hi @lmalley did you find a solution? We have the exact same situation.

Thanks.

ESTEPALINA
Rank
Userlevel 4
Badge +1

Hello,

 

If you review the custom report in the browser tab and then click Send button in that window, the Email Activity window appears.
On the Details tab, the user can click Track Time and Costs and specify the Project to link the email to.
 

 

Thank you!
T
Rank

“The user can" is the problem. We need these fields prepopulated when Send is engaged.

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