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Copper Elite Contributor
Posts: 72
Registered: ‎04-01-2009
Accepted Solution

Mail merge "History Options" tab - Attached email to each Contact

Hi all.

 

We have SLX LAN v7.2.1.

 

Whenever a user attaches an email or leaves a note, phone call etc. anything that creates a history to a contact or account it updates a custom field in the ACCOUNT table. We did this by adding some script to the "Sub Application_AfterCreateHistory(Activity, Sender)" procedure in the "Global Activity" plugin.

 

This works great when it's the end user, but it doesn't work when they do a mail merge and select either of the 2 History options in the second tab of the Mail Merge form:

 

1. Attach e-mail to each Contact

2. Add History record for each Contact

 

Is there another plugin that the mail merge uses that I can add our script? Or is there another way to do this?

 

Thank you in advance!

Employee
Posts: 629
Registered: ‎04-24-2009

Re: Mail merge "History Options" tab - Attached email to each Contact

Hi,

 

It's currently only possible to tie into the activity system for one-off mail merges (where the complete activity dailog is used). There isn't currently any way to accomplish what you want.

 

Thanks

 

Regards,

 

Michael Cessna

Copper Elite Contributor
Posts: 72
Registered: ‎04-01-2009

Re: Mail merge "History Options" tab - Attached email to each Contact

Thanks!