http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/15576.aspxWed, 16 Jan 2013 18:39:58 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:15576Method_Ashur0http://forums.method.me/cs/forums/thread/15576.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=15576<p>H<span id="mce_1_end" style="overflow:hidden;"></span>i andy,<span id="mce_12_start" style="overflow:hidden;"></span></p> <p><span id="mce_11_start" style="overflow:hidden;"></span>The easiest way to do this would be to reverse engineer the actions fo<span id="mce_13_start" style="overflow:hidden;"></span>r the<span id="mce_14_start" style="overflow:hidden;"></span> <span id="mce_0_start" style="overflow:hidden;"><strong><span id="mce_1_start" style="overflow:hidden;"><span id="mce_4_start" style="overflow:hidden;"></span></span></strong></span><span id="mce_5_start" style="overflow:hidden;"></span><strong>Sav<span id="mce_3_start" style="overflow:hidden;"></span>e<span id="mce_0_end" style="overflow:hidden;"><span id="mce_1_end" style="overflow:hidden;"><span id="mce_5_end" style="overflow:hidden;"></span></span></span></strong> button on the <span id="mce_8_start" style="overflow:hidden;"></span><strong>CRM_NewActivityScreen<span id="mce_8_end" style="overflow:hidden;"></span></strong>. You won&#39;t need all the actions, just the one&#39;s specific to the email fields and Character Function actions. Keep in mind that you will need to add some additional fields <span id="mce_3_end" style="overflow:hidden;"></span>to your mobile scree<span id="mce_7_start" style="overflow:hidden;"></span>n so it will increase load times. Additionally you will need to create/customize your own template and use the appropriate merge field terminology. Check out the List Builder Help Centre article for some more info on merged fields, in particular the <span id="mce_3_start" style="overflow:hidden;"></span><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=List-Builder&amp;id=211#AutomaticMergedFields">Automatically Merged Fields<span id="mce_3_end" style="overflow:hidden;"></span></a> section.</p> <p>- Ashur<span id="mce_10_start" style="overflow:hidden;"><span id="mce_15_start" style="overflow:hidden;"></span></span><span id="mce_8_start" style="overflow:hidden;"></span></p>http://forums.method.me/cs/forums/thread/15565.aspxWed, 16 Jan 2013 10:11:34 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:15565andy0http://forums.method.me/cs/forums/thread/15565.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=15565<p>I&#39;m looking for the easiest way of sending an email template from a mobile screen.</p> <p>It will be a custom template for emailing work order details to a customer.</p> <p>I&#39;ve had a look at the send mail events and actions on the &#39;CRM_NewActivity&#39; screen, but these seem over complicated for what I need.</p> <p>Thanks.</p>