Fixed Text Field to all Contacts

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  • Glenn Chapman
    Junior Member
    • Sep 2021
    • 10

    Fixed Text Field to all Contacts

    Hello,

    Is there a way to add standard text to all contacts.

    I would like to add a field to all contacts containing a list of key email addresses to our company to appear in a panel and field on every contact. I'm struggling to find a way to do this and assistance would be great?

    Thanks in advance.

    Glenn
  • Vadym
    Super Moderator
    • Jun 2021
    • 346

    #2
    Hi Glenn,

    Hope, this thread will be helpful:

    Comment

    • Glenn Chapman
      Junior Member
      • Sep 2021
      • 10

      #3
      Thanks Vadym, I am aware of this document but when I create for instance a text field, when I put an email address in Default it states none in the contact field and doesn't show the email address. If I create a new contact it will show, but it won't add it to existing records. The only alternative would be to import from csv to all records, but wasn't sure if there was an easier way?

      Comment

      • shalmaxb
        Senior Member
        • Mar 2015
        • 1608

        #4
        It is much easier to change one field for all contacts (works on any field btw). You add your email field , that should have a constant value to the mass update field (in the layout manager). Then itt apperas in the list of possible fields, that you can change all at once in the list view of your entity.
        Now you go to your list view, mar all fields, on top left choose from the drop-down mass update, in the modal dialogue choose the desired field, and done.

        Standard values from the field editor only happen on new records, as you already saw.

        Comment

        • Glenn Chapman
          Junior Member
          • Sep 2021
          • 10

          #5
          That's just the job, thanks

          Comment

          • Glenn Chapman
            Junior Member
            • Sep 2021
            • 10

            #6
            Apologies, not quite the job.

            The email addresses although are a hyperlink and will start to compose an email do not populate the "To" field in the email to be sent. Is there a way to do this please? Thanks again.

            Comment

            • shalmaxb
              Senior Member
              • Mar 2015
              • 1608

              #7
              You would like to have the email adress right away in the opening email? And how do you send the mail, from espoCRM? Or from a client like Outlook, Thunderbird?

              Comment

              • Glenn Chapman
                Junior Member
                • Sep 2021
                • 10

                #8
                From espoCRM

                Comment

                • shalmaxb
                  Senior Member
                  • Mar 2015
                  • 1608

                  #9
                  In that case you can create an email template, where you can put the field as placeholder in the subject. You call that email from your record and the email entity will open with the subejct already filled in.

                  Comment

                  • Glenn Chapman
                    Junior Member
                    • Sep 2021
                    • 10

                    #10
                    That's a great idea. Sometimes you think too deep. Thanks again

                    Comment

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