Send mail from opportunity

[oscarcookie]

Is it possible to send a mail from the opportunity screen? It would be nice if you can search linked entities (eg account) to select a destination, and add the opportunity as a linked field directly.

Now you need to send the mail from the email-tab (or the account), and search for the opportunity manually..

Thanks for the advice!

[tanya]

Hello
Activities panel on the detail view > panel menu > Compose Email

[oscarcookie]

Cool, that component was hidden on customer's demand (shown again)

Is there a way to prefill the to-emailadres with the email from the account linked to the opportunity?

[tanya]

only typing for now

[oscarcookie]

Tanya, any update on this?

Can I customize the to-field to be filled automatically?

[tanya]

No update.

[oscarcookie]

Would it be possible to automatically add a 'contact' emailadress upon creation of an opportunity - in a specific field in the entity, and then reuse it when a mail is created? (using workflows (we have bought the addon))

[tanya]

workflow runs AFTER record save
I think it is possible with developing. The easiest way to do this in backend... but... if opportunity has few contacts, which one will be the recipient?

[oscarcookie]

Tanya,

Thanks, I misunderstood the "After record created"...

We only link 1 account (with a custom field email) to an opportunity. So it is easy to find the emailaddress we need. Using a workflow, I can copy this emailaddress to the Opportunity (where I've added a contact-emailaddress).

However, could you advice on how I would add functionality in the backend to prefill the to-address in the email on creation?

Thanks a lot!
Kristof

PS: the customer is very enthusiastic about ESPO CRM!

[tanya]

Hello
Sorry for late response
You need to create a field with name emailAddress. This field will be filled on compose form
You can set it with workflow. (1 scheduled workflow to fill this field for existing opportunities, if you need. And 1 after save workflow or formula)