Entity Options - Revision history

Sagecrmw at 21:22, 12 March 2026

2026-03-12T21:22:54Z

← Older revision		Revision as of 22:22, 12 March 2026
Line 51:		Line 51:
	Sample text with one option:		Sample text with one option:

	"getscreensetup": {		{ "getscreensetup": {
	"options": [{		"options": [{
	"name": "mailto",		"name": "mailto",
Line 60:		Line 60:
	"enabled": true,		"enabled": true,
	"action": "mailto:#emailaddress#?subject=Mail from Our Site #entitytag#&body=#entityName#_#entityName2#_#entityName3#"		"action": "mailto:#emailaddress#?subject=Mail from Our Site #entitytag#&body=#entityName#_#entityName2#_#entityName3#"
	}		}]
	}		}}

	Only these hash# values are supported and merged:		Only these hash# values are supported and merged:

2025-02-10T14:58:21Z

← Older revision		Revision as of 15:58, 10 February 2025
Line 102:		Line 102:

	[[File:newtaskscreenshot1.png]]		[[File:newtaskscreenshot1.png]]

			----

			Setting reminders on tasks

			You can add in the fields

			* comm_taskreminder
			* comm_notifytime

			in to the screen "communicationofficeintnew" and set the createscript code on comm_notifytime to have a default

			Example code that sets the date to be one week from today

			function _devpad(number) {
			return number < 10 ? '0' + number : number;
			}

			var mydate = new Date();
			mydate.setDate(mydate.getDate() + 7);

			var DefaultValue = {
			"date": mydate.getFullYear() + "-" + _devpad(mydate.getMonth() + 1) + "-" + _devpad(mydate.getDate()),
			"time": _devpad(mydate.getHours()) + ":" + _devpad(mydate.getMinutes())
			};

2022-11-21T12:54:28Z

2022-11-07T15:08:18Z

@@ Line 13: / Line 13: @@
 [[File:newtask1.jpg]]
-This opens a dialog where you can create a new task in CRM
+This opens a dialog where you can create a new task in CRM.
 * Add Tag
@@ Line 74: / Line 76: @@
 [[File:optionsmenudisplayextended.png]]

2022-08-18T12:37:42Z

← Older revision		Revision as of 13:37, 18 August 2022
Line 41:		Line 41:

	'''Entending the options menu'''		'''Entending the options menu'''
			*Requires 5.1 or later

	To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:		To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:

2022-08-18T12:36:41Z

← Older revision		Revision as of 13:36, 18 August 2022
Line 39:		Line 39:

	----		----

			'''Entending the options menu'''

	To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:		To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:

2022-08-18T12:36:09Z

← Older revision		Revision as of 13:36, 18 August 2022
Line 39:		Line 39:

	----		----

	To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:		To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:

2022-08-18T12:35:35Z

← Older revision		Revision as of 13:35, 18 August 2022
Line 37:		Line 37:

	[[File:newappt1.jpg]]		[[File:newappt1.jpg]]

			----
			To extend this menu you must create a file called "_custom.json" and add in data like the screen shot below:

			[[File:customoptionsmenu.png]]

			Sample text with one option:

			"getscreensetup": {
			"options": [{
			"name": "mailto",
			"caption": "mail to",
			"color": "red",
			"icon": "mdi-calendar",
			"enabledContext": "explorer",
			"enabled": true,
			"action": "mailto:#emailaddress#?subject=Mail from Our Site #entitytag#&body=#entityName#_#entityName2#_#entityName3#"
			}
			}

			Only these hash# values are supported and merged:

			#emailaddress#
			#entitytag#
			#entityName#
			#entityName2#
			#entityName3#

			Log into AC again or restart outlook to see the changes

			EG

			[[File:optionsmenudisplayextended.png]]

2021-09-13T08:04:47Z

← Older revision		Revision as of 09:04, 13 September 2021
Line 18:		Line 18:

	This adds a tag to the selected email body. The menu header area goes yellow when there is a tag.		This adds a tag to the selected email body. The menu header area goes yellow when there is a tag.

			[[File:tag_yellow_header.png]]

	* Reply and Tag		* Reply and Tag

2021-06-25T10:39:39Z

← Older revision		Revision as of 11:39, 25 June 2021
Line 13:		Line 13:
	[[File:newtask1.jpg]]		[[File:newtask1.jpg]]

	This opens a dialog ~~were~~ you can create a new task in CRM		This opens a dialog where you can create a new task in CRM

	* Add Tag		* Add Tag