Cloud version: Anyone able to create an email field that invokes email application?

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  • crmclients
    Senior Member
    • Jul 2020
    • 291

    #1

    Cloud version: Anyone able to create an email field that invokes email application?

    Cloud version: no back in access no extensions allowed, anyone find a way to do this?
    Have a client converting Leads to Opp and needs the email address (and phone) to follow but there is nowhere to land
  • crmclients
    Senior Member
    • Jul 2020
    • 291

    #2
    Client is in sales so critical need

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    • shalmaxb
      Senior Member
      • Mar 2015
      • 1813

      #3
      Isn`t Advanced Pack not included in the Cloud Version? If so, does it not work there somehow?
      If not, what about self-hosting?

      Comment

      • victor
        Active Community Member
        • Aug 2022
        • 1090

        #4
        Originally posted by crmclients
        Client is in sales so critical need
        You have already asked something similar for Phone type fields. Unfortunately, for the Espo Cloud, only a workaround https://forum.espocrm.com/forum/gene...729#post123729 is possible.

        Or you need to create (during Convert process) not only an Opportunity, but also a Contact from the Lead.
        - The created Opportunity will be automatically related with the Lead and Contact (screenshot 1).
        - In Administration > Entity Manager > Opportunity > Layouts > Bottom Panels add Contacts.
        - In Administration > Entity Manager > Contact > Layouts > List (Small) add Email and Phone fields (screenshot 2).
        - This way you can create emails and make calls without unnecessary clicks (described in the workaround at the link above), simply by clicking on the Email or Phone fields of the created contact (screenshot 3).
        Attached Files
        Last edited by victor; 12-25-2025, 01:35 PM.

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