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Former Member
May 15, 2009 at 03:59 PM

Web Client - Send Email

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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