Sending Email to Multiple Activity Participants

Enterprise customers can allow their users to send an email to multiple Activity participants. To configure this, perform the following steps:

  1. In Start page of the CRM.designer configuration for the CRM.pad application, click Action Templates.
  2. Copy the ClientEmail action template to the configuration. For more information on this action template, see ClientEmail.
  3. Create a field group in the Activity Participant (MB) infoarea. For example, the following screenshot shows the MBSendEmail field group added to the Activity Participant (MB) infoarea.

  4. Edit the MBSendEmail field group and add a List control to the field group.
  5. Edit the List control and add the linked e-mail fields to the list control. For more information on the email fields and the pre-defined function names that can be used for each field, see Defining E-Mail Fields.

    Note: You can also add the linked email field from the Company (F1) info area using the company field. This will add the company email id for the activity.
  6. Create a button for the email action that will be visible in the user when he logs into Aurea.CRM from his iPad. The following screenshot shows the configuration window for the SendEmailFromMA button added to the Expand Header group of the Activity Infoarea.

  7. Edit the Action field to open the “Action for Button SendEmailFromMA” window.

    Perform the following steps:

    1. Select the Action Template option.
    2. Select ClientEmail from the drop-down list for the Action Template field.
    3. Select MBSendEmail from the drop-down list for the EmailFieldGroup field.
      Note: All activity participants are searched and can be added to the Activity email.
    4. Select Record from the drop-down list for the RecordId field.
    5. Click Apply.
  8. Click Save to complete the configuration for multiple email recipients.
Note: If you do not have an Enterprise license, this feature can still be configured but it will not work. Enterprise users can send an Email to multiple users or a single user.