How to record email as an activity?
How would I send an email to a contact and then have it automatically record as an ACTIVITY in a table?
Forum Discussion
Do you mean by triggering an email Notification? Is that what you mean by send an email?
Is Activity a child record to the main record, or is it just a field on the form?
If it is just a field on the form, then I suggest you set up and notification of type open and trigger the email notification to your client when the activity field is changed to sent email.
Once you get that working then you can post back and if you feel you want to increase the automation by having a button to click to change that activity status to send email, then I can help you with that.
If it is just a field on the form, then I suggest you set up and notification of type open and trigger the email notification to your client when the activity field is changed to sent email.
Once you get that working then you can post back and if you feel you want to increase the automation by having a button to click to change that activity status to send email, then I can help you with that.