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Create new contact from email address, link to new entity

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  • Create new contact from email address, link to new entity

    Good afternoon,

    There is an option from the email section to create a new contact from a new email address received on the system (image attached)

    From what i can understand the email entity is linked to the contact entity to make it work.

    Is it possible to have that same funcionality using a new entity?

    For example creating a new contact from a received email to the entity "ABCD"

    Thanks,

    Nuno Silva
    Attached Files

  • #2
    From what I been learning about Button. Of course you can!

    As for how, can't help, I'm still learning how.

    One tips I can guess is to look for the Views of Email, somewhere in the code it probably have those 4 options, and you need to add in other Entity you want.

    Right now I want to be able to add the 3rd option of "Add to Account".

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    • #3
      Hi!

      If you could help me to find the right direction it would be great as it is a really an important option to have on new entities.

      Thanks,

      Nuno Silva

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      • #4
        Hi numos,

        Currently I'm waiting to see if emillod can help, you might want to monitor this thread for news:

        Hi all, I need to add a custom button to the invoice entity. I found the documentation for this: https://docs.espocrm.com/development/custom-buttons/ This suppose that I will need to edit metadata/clientDefs/Invoice.json My problem is that I want to keep my changes even if I upgrade EspoCRM. So my question is how can I add a


        All my button failed so far at this stage.

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