Email Button

Upgrading to 5.1?

The files for the previous version must be manually deleted. These files are installed in the "...\WWWRoot\js\custom" folder here are 2 files

 ct_browserx.css 
 ct_browserx.js

Delete these files and restart IIS or recycle the CRM app pool.

The new file is called ct_init.js

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

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Reply in outlook from a CRM communication (in CRM)

The mail merge client tool must be installed on each clients machine for this to work.

The server install is as follows:

1.

To see the buttons above you need to install the js file "ct_sendWithOutlook.js"

Get this from from your CRM server folder

2.

Copy to the CRM wwwroot/custom/js file

3.

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

Click okay to continue.

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

4.

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Version 5.0 and earlier

The Email button

will run a "mailto:" link that has the email address and the tag for the given context that it is in.

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Version 5.0 and Earlier

The files for this and the word merge are installed in the "...\WWWRoot\js\custom" folder

EG

C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom

There are 2 files

  ct_browserx.css 
  ct_browserx.js

CRM's app pool (or IIS) must be restarted for these to be used and downloaded

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To remove these button delete the "ct_browserx.*" files from "C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom"

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Extending the buttons

In CRM create a system menu called "ctCustomFABActions"

and add in items like so

this shows as

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