LINK EMAILS TO 'CUSTOM' RECORDS

Hi all,

 

Our need is the possibility link manually an incoming email to the a custom 'object' (a custom object developed in our project). We are not able to add this object in the OOTB panel for linking manually an email to an object (please refer to below image).

  

 

Let us know if it's feasible

 

Best Regards

 

Stefano

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The custom section needs to have support for Activities. This basically means that it has a lookup on the Activity object and is added to the EntityConnection table. I believe the Section Wizard and also adding Freedom UI sections does this now for new sections. For older objects (or objects not exposed as sections) you can follow the steps here: https://customerfx.com/article/how-to-add-activities-to-a-custom-section-in-creatio/

Ryan

The custom section needs to have support for Activities. This basically means that it has a lookup on the Activity object and is added to the EntityConnection table. I believe the Section Wizard and also adding Freedom UI sections does this now for new sections. For older objects (or objects not exposed as sections) you can follow the steps here: https://customerfx.com/article/how-to-add-activities-to-a-custom-section-in-creatio/

Ryan

Hi Ryan,

 

Thank you very much for your suggestion. We addressed our need.

 

Best Regards

 

Stefano 

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