Defining E-Mail Fields

You can define that fields from info areas (e.g form an MA record) is automatically passed to your e-mail client. You need to assign functions to the required fields in the field group's List control. The value that is passed to the e-mail client is defined by the field's label. These labels can contain placeholders (Syntax: {$FunctionName}) that refer to functions assigned to other fields in the control.

Example 1 (MA info area):

Field

Function

Label

FreeC1 (56)

ToText

{$ToAddress}

E-mail (9) (KP)

ToAddress

 

This results in the e-mail address stored in the (linked) E-mail field in the KP info area being transferred to the To : field of the e-mail client.

Note: Enterprise version of Aurea.CRM allows CRM.pad users to add multiple email addresses from activity participants (MB) info area by adding the linked E-mail field from the Persons (PE) Info area. For more information on sending emails to multiple activity participants, see Sending Email to Multiple Activity Participants.

Example 2 (MA info area):

You can also use multiple placeholders in a label. You could also add a fixed string but no multiple language support is available for these fixed strings.

Field

Function

Label

FreeC2 (57)

ToText

Message: {$Text} Best wishes, {$Rep}

Text (23)

Text

 

Rep (115)

Rep

 

If the Text field contains the text "Thank you for your message." and the Rep field the name "John Doe", the defined label results in:

Message: Thank you for your message. Best wishes, John Doe.

The following Function names are available to pass data to the e-mail client:

Function

Field in the e-mail client

Description

TOTEXT

To:

Allows you to add participant email ID.

TOTEXT2

To: Company Email ID

Allows you to add the Activity company email ID.

SUBJECTTEXT

Subject:

Adds the default subject matter provided in this field to the subject of the email.

CCTEXT

Cc:

Allows you to add participant email ID to the CC field.

BCCTEXT

Bcc:

Allows you to add participant email ID to the Bcc field.

BODYTEXT

The e-mail's body

Adds the default text matter provided in this field to the body of the email.