Email Button

The Email button

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

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

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

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

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

3.

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.

Anonymous