How can i create Button for email, that will change record in CRM Entity?

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  • MONBERG
    Junior Member
    • Jun 2024
    • 26

    How can i create Button for email, that will change record in CRM Entity?

    Hello there
    I am going to send bulk mails to our customers. In there, i want to have an BUTTON - which when will be clicked, that parent record in CRM will update.
    I have setup a mail, but i have no idea how to do it, even tho i searched in Workflows for some way of catching that by @signal or something.
    The fieild that i want to change in CRM is Parent to Children record.

    Is it possible to create something like a specific link i will put to that button, that will do the job of Updating target record or something like that?
    Thanks a lot fowards
  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    Please show schematically what exactly and where exactly you want to update when you click the button. And someone from the community will definitely tell you whether it is possible.

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    • MONBERG
      Junior Member
      • Jun 2024
      • 26

      #3
      Here you can clearly see what i want to achieve.

      Edit: There is only one and only connection i want to do, so if anyone clicks on the button, they still get the same connection to that Many to One connection (V Nábore) - they all get "Pomocníci na dátové centrá".
      Last edited by MONBERG; 11-14-2024, 12:13 PM.

      Comment

      • lazovic
        Super Moderator
        • Jan 2022
        • 809

        #4
        Hi MONBERG,

        The following article will be useful for you (installed Advanced Pack extension required): https://docs.espocrm.com/administrat...-urls-with-bpm.

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