Hi,
In the CRM 2007 Web Client, for transactions there is a More button (dropdown) when selected there is a Send Email option. Other options available from the "More" dropdown are Copy, Follow Up, Set To Complete and Attach PDF - these are configured fine and are functioning.
How is the email function linked to the to the transaction. What gets inputted in a resulting email and ior is it just a link.
What exactly does the Send Email do and how is it enabled.
Any help on this would be greatly appreciated,
Thanks,
Dan