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Follow-Up belonging to an email in yC4C

Hello *,

am I right that it is not possible to create a follow-up activity (task or contact) starting in an email?

Kind regards

Thomas

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3 Answers

  • Best Answer
    Jan 03, 2017 at 06:24 PM

    Hello Thomas

    The action of creating Tasks from within E-mails is already available, this can be done clicking in the "New" option, within the E-mail. (Please check the below screenshot).

    However, regarding creating contacts, this is still not present in the current release (but you may post your request in the collaboration forum; there you can request the new features for the new releases of the system https://ideas.sap.com/ct/ct_list.bix?c=SAPCloudforCustomer)

    Please do not forget to set the answer as correct.

    Thanks and Best Regards

    Gabriel Brage

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  • Jan 04, 2017 at 09:27 AM

    Hi Gabriel,

    thanks for the quick response. You're right - it works that way.

    One last question on this topic: What's about the other way around? Creation of an email as a follow-up e. g. for a Task? There no "creation button" or something similar seems to be available.

    Kind regards

    Thomas

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  • Jan 05, 2017 at 06:56 AM

    Hi,

    There is no option to create email as followup for a task but you can very well create other followup items like Appointment, Tasks, Phone Call etc.

    Also please check "RELATED ITEMS" tab under task for reference purpose.

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