Question

pre-populate "To" on email popup

Hi, 

 

Is it possible to pre-populate "To"field on Freedom UI email popup? (when opening the popup from contact page)

 

 

Thank you!

 

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Yes !!

This is a major annoyance reported by our sales team & client's sales teams.

(I say major when they have a couple emails they need to send per day through Creatio, it does not make sense that it cannot at minmum link the "to" with the contact when opening from the contact page. It a small thing that becomes big with multiple repititions a day)

Does anyone know how to accomplish this?

Hi Javier,

It looks like the message composer component does expose a "to" input property. I assume you could bind an attribute to that to populate

I've not tried this doing this yet. When I debug there the "to" value is an array of strings containing strings like "Ryan Farley <test@email.com>;"

Of course, setting that would only help if you're using the MessageComposer component on a page, like a contact and need to set for that contact. For using the EmailMiniPage, you'd still need to get the context of the record to the page. Since it's based on Activity, maybe it would work to just set the default values for the activity?

Ryan

BTW I just tried using an crt.CreateRecordRequest for Type=Email and including a Recipient and Contact, it didn't work. It did open the EmailMiniPage, but it doesn't show a To value. It also didn't let me send it, I got some message about exceeding Max size text. Not sure why but it apparently doesn't like to have default values set (weird because it works for a reply, it does set those fields for that)

Ryan

Here is the information I receive from Creatio about this issue:
This is planned in ootb in 8.2.1 or 8.2.2. version. Estimation - early winter. For now, product owner advises that developing a workaround solution will be an overkill for this task as there is no easy workaround.

Javier Collazo,

That is a bummer. Thanks for sharing those details Javier.

Ryan

:-( Thanks Javier

 

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