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New Member
Posts: 2
Registered: ‎07-15-2011

Auto generate email when activity is scheduled

When we put in a ticket, the email window automatically pops up with the ticket information pre-filled in it.

 

I would LOVE for the same thing to happen when an event is scheduled.  For example, when we schedule a consultant to do work, I would like the Outlook box to pop up with the Subject line matching the "regarding" field in SLX and the body containing the comments."

 

This would save me the headache of having to remember to start, create and send the email from scratch.

 

Anyone know if this is possible?

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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Auto generate email when activity is scheduled

Depending if this is Windows or Web, the customization to do this can be quite different. Do you have any Saleslogix Developer training?

 

Or you can just implement a tool like TaskCentre.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Highlighted
New Member
Posts: 2
Registered: ‎07-15-2011

Re: Auto generate email when activity is scheduled

It is windows 7.  We have some guys that do script writing and ave dabbled in our own SLX, but we do not sell it so no need for much more than that really.

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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Auto generate email when activity is scheduled

AH - I see that your company web site does indicate you guys are a Sage partner. 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html