Email Button - Revision history

Sagecrmw at 08:45, 2 July 2025

2025-07-02T08:45:51Z

← Older revision		Revision as of 09:45, 2 July 2025
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	Delete these files and restart IIS or recycle the CRM app pool.		Delete these files and restart IIS or recycle the CRM app pool.

	The new file is called ct_init.js		The new file is called ct_init.js (this is in "...\CustomPages\SageCRMWS\js")

	A single button now appears and you click this to see the options.		A single button now appears and you click this to see the options.

2022-08-18T12:52:44Z

← Older revision		Revision as of 13:52, 18 August 2022
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	'''Extending the buttons'''		'''Extending the buttons'''
			*Requires 5.1 or later

	In CRM create a system menu called "ctCustomFABActions"		In CRM create a system menu called "ctCustomFABActions"

2022-08-18T12:51:47Z

← Older revision		Revision as of 13:51, 18 August 2022
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	to call the method "myhello" you have to defined this in a custom js file		to call the method "myhello" you have to defined this in a custom js file

			EG

			[[File:myhellotextfile.png]]

2022-08-18T12:45:04Z

← Older revision		Revision as of 13:45, 18 August 2022
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	and add in items like so		and add in items like so

	[[File:~~ctCustomFABActions~~.png]]		[[File:ctCustomFABActionsmenu.png]]

	this shows as		this shows as

2022-08-18T12:44:47Z

← Older revision		Revision as of 13:44, 18 August 2022
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	To remove these button delete the "ct_browserx.*" files from "C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom"		To remove these button delete the "ct_browserx.*" files from "C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom"

			----

			'''Extending the buttons'''

			In CRM create a system menu called "ctCustomFABActions"

			and add in items like so

			[[File:ctCustomFABActions.png]]

			this shows as

			[[File:ctCustomFABActions.png]]

			to call the method "myhello" you have to defined this in a custom js file

2022-04-05T10:09:54Z

← Older revision		Revision as of 11:09, 5 April 2022
Line 9:		Line 9:
	The new file is called ct_init.js		The new file is called ct_init.js

			A single button now appears and you click this to see the options.

			[[File:crmtogetherbutton2022.png]]

	----		----

2022-04-05T10:05:41Z

← Older revision		Revision as of 11:05, 5 April 2022
Line 1:		Line 1:
	'''Upgrading to 5.1?'''		'''Upgrading to 5.1?'''

	The files for the previous version ~~and the word merge~~ are installed in the "...\WWWRoot\js\custom" folder		The files for the previous version must be manually deleted. These files are installed in the "...\WWWRoot\js\custom" folder
	here are 2 files		here are 2 files
	ct_browserx.css		ct_browserx.css
Line 8:		Line 8:

	The new file is called ct_init.js		The new file is called ct_init.js


	----		----

2022-04-05T10:04:31Z

@@ Line 1: / Line 1: @@
-The Email button
+'''Upgrading to 5.1?'''
-will run a "mailto:" link that has the email address and the tag for the given context that it is in.
+The files for the previous version and the word merge are installed in the "...\WWWRoot\js\custom" folder
+The new file is called ct_init.js
 ----
@@ Line 58: / Line 41: @@
 .
 [[File:ctsendwithoutlook3.jpg]]

2021-08-05T15:59:45Z

← Older revision		Revision as of 16:59, 5 August 2021
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	Copy to the CRM wwwroot/custom/js file		Copy to the CRM wwwroot/custom/js file

			3.
			[[File:ctsendwithoutlook2.jpg]]

	Restart IIS or recycle your CRM app pool to see the buttons (in image 1)		Restart IIS or recycle your CRM app pool to see the buttons (in image 1)

	When you click on the button you may be prompted to use the mail merge app		When you click on the button you may be prompted to use the mail merge app

	3.
	~~[[File:ctsendwithoutlook2.jpg]]~~

	Click okay to continue.		Click okay to continue.
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	An Outlook email in compose mode will be opened with the content of the communication as if you replied to an email.		An Outlook email in compose mode will be opened with the content of the communication as if you replied to an email.

			4.
	[[File:ctsendwithoutlook3.jpg]]		[[File:ctsendwithoutlook3.jpg]]

2021-08-05T15:59:27Z

← Older revision		Revision as of 16:59, 5 August 2021
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	An Outlook email in compose mode will be opened with the content of the communication as if you replied to an email.		An Outlook email in compose mode will be opened with the content of the communication as if you replied to an email.




	~~When~~

	[[File:ctsendwithoutlook3.jpg]]		[[File:ctsendwithoutlook3.jpg]]