I have a custom entity within MS CRM 2011 called 'Transport Company' and within it I have records of all the Transport companies we use.
If i want to send out an email to them all I can create an email and select via the TO loopkup all the 'Transport Company' records one by one.
However, I want to also have the option of just selecting a group that has all the appropriate records within it, e.g Transport Companies England, Transport Companies Germany etc
I don't get the option to add records from a view to a Quick Campaign as has been suggested online. Has anyone any guidance on how to go about this?
I assume you have set the "Sending email (if an email field does not exist, one will be created)" checkbox in the Transport Company entity to true (in the communicaiton & collaboration section).
Create a custom view on the Transport Company entity to filter to
each of the groups. (Transport Companies England, Transport
Companies Germany... etc).
Navigate to Sales -> Activities and create a new Email
In the Bcc (or To) field, click on the search button. Scroll to the
end and click "Look up more records".
In the "Look For" box, select "Transport Company" and in the "Look
In" box, select the target view (Transport Companies England,
Transport Companies Germany... etc). Select all entries and click
the "Select" button. Click the "Add" button.
you should now see all of the targeted transport companies in the Bcc (or to) field.
This email will be sent to all selected "Transport Companies" where the "email address" field has been filled in.
Note: the "Regarding" field of the email will not be filled in.
Related
When the Flow Approval is generated, an automatic email sent to approver contains two variables: Requested for and Created By.
Requested for is a person that requires the approval.
Created by is a person that designed the flow and this variable should be hidden (not visible to the approver). Is there any possibility to achieve that?
The "Requested for" field in the email is mapped to the "Requestor" field in the Approval action. It can be edited but it cannot be empty.
I cannot find the source for the "Created by" field in the email. Initially I thought it was the owner of the Approval connection, but that is not the case.
I know this is a partial answer, but I thought it might save you some effort.
Use the Field "From (send as)" in the "show advanced options" of the email (V2). This will render the "created by" flow message unnecessary.
We use the Google Suite for corporate email, calendar etc. What I am trying to achieve here is, I need to be compose an email in gmail with a link to a calendar invite. I would also be able to fill in the details of the meeting through the invite which is embedded in the email. For example, I should be able to send an invite to xyz at company.com with subject Meeting to discuss status and with the body of Test Message. Is there a way I can do that?
I think the best way to do it is just use standard invitation. You just simply add new calendar event and set guests:
Open Google Calendar
Open an event, or create a new one. Specify event title and description - it will be then stated in the invitation email...
On the right, find the "Guests" section.
Start typing the name of the person and choose someone from your contacts. You can also type an email address to invite people who aren't in your contacts list.
When you're done editing your event, click Save.
When you save your event, an email invitation will be sent to your guests.
What is also good, there is .ics file in attachment of invitation email - can be useful for non google recipients using another email clients.
However, if you need URL of the event, you can get it on the event edit page in google calendar - there is a link on the bottom of the page: "publish event" - you can copy the link of the event there. But please be aware that the Google calendar the event is tied to needs to be public (or shared with the recipients), and not just the event itself. (This link is useful for google calendar users...)
I'm setting up a group in my company GSuite account. I want the Email-address of the group:
to be public (i.e. Info# ...) so anybody can send email to it
I want all members to get the mail
I want that any member can answer the mail
and that by default the answer will be sent to the whole group and to the public email it came from.
I've succeeded with all but the last point. I can set it so the answer goes to the whle group, or to the external address, but I want both (why?: So all in the group know that that email has been taken care of). Is that possible?
As i could see the request you have made up is possible.
First 3 are very easy and basic requirement which is common in all big organizations. Make sure you have Paid Subscription to gsuite as under Legacy/Grandfathered/Free/Standard account the feature isn't included. For the last issue state the Solution is as follows
Login to Gsuite Admin
Click on Group on Dashboard
Select the Group you would like add the role to
Click on Access Settings
Once the page is load click On Settings then Under submenu click Email options
Find option called "Post replies" and select "To Entire Group"
After doing this when some other member of the group replies to an email it will send to entire group and to the sender is already under the reply algorithm.
Please let me know if need any other assistance. For better understandings i have attached an screenshot.
Hope this helps!
2021 - now you can find this in admin.google.com > groups > "group name" > settings, there "Publish posts" tick "External". See https://support.google.com/a/thread/63946400/cannot-set-who-can-post-permissions-to-anyone-on-the-web-for-new-groups?hl=en&msgid=70496603 .
Good day. I am not getting solution any where so finally i decided to post here.
I am using share point 365 . I created 1 list . once list data updated Email needs to trigger.
I created work flow in share point designer 2013.
In my List i have only 1 Filed.
Field : Manager email id ( Text Box )
in work flow i trigger email for me and manager email id.
But email trigger only for me not my manager.
So check the permission and given contribution permission to "everyone except external users"
Again i tried email not triggered.
Again i given permission for Particular manager .
Then i tried , Email trigger happen.
I have more than 5000 People i cant able to add individual for all 5000 so i used "everyone except external users" but this is not working.
Is this Bug ? or we have work around for that.
Waiting for your response.
Regards,
You have to create workflow in SharePoint designer.
Follow these steps
Create a list
Click on edit . Add a field Email having type string.
save it.
Open this list in SharePoint designer. Create a workflow.
Click on action.
Under core action, click on send a email option.
Click on these users.
Then a define email message window will be displayed.
Click on a icon of To section.
Choose Workflow Lookup for a user from the list. Click on Add.
Select Current Item in Date source section and the Email field of our list in field section. Press OK.
Draft a email that you want to send. Press OK.
Follow same steps for you as user also.
In transition to stage section,select go to end of workflow.
Click on workflow setting.
In Start option, tick all the options.
Publish it.
when I go to Customers -> Manage Customers -> Add New Customer, I see that there are Telephone,Zip, Country, and state fields. When I go to my frontend website the click 'Register', I see only First Name, Last Name, Email address, and password.
How do I display Telephone, Zip, Country, and state fields on my front end?
Thanks.
I don't see those fields on the normal customer form, so I suspect that you may be referring to the customer grid rather than the new customer form. Those other fields are related to the customer's default billing address, which isn't captured immediately on registration (it may not be needed, more fields decrease registration, etc). If you want to add this information by default, you will probably need to look at adding a default address for a customer when they sign up.
Keep in mind, however, that other fields (notably street address) are required when adding those addresses.
Hope that helps!
Thanks,
Joe