1 result found

1. Allow the "Interaction" user interface to send emails to selected contacts using the group emailer.

   Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?

   Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but also in the Interaction.

   Another option would be to use the "Notes" function for this, but it is very clumsy to configure, and isn't really an "email" - you could switch the type option to "Note conversation".

   There appears to be no real use for the "Email" interaction type as the form is currently designed/configured.

   Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?

   Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but… more

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Proposed Idea  ·  0 comments  ·  Communication  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating