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Method Community » Method:Classic » Method:Classic General Q&A » Set Activity "Type" to "email" automatically when an email is sent as an activity

Set Activity "Type" to "email" automatically when an email is sent as an activity

Last post 05-16-2012 4:14 PM by Anonymous. 1 replies.
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  • 05-16-2012 1:49 PM

    • billf
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    • Joined on 05-16-2012
    • Posts 2

    Set Activity "Type" to "email" automatically when an email is sent as an activity

    Reply Contact

    How can I customize Method to do this?  Since we have checked "send an email" already, Method knows this is an email and the activity should be noted as such.

    Thanks!

  • 05-16-2012 4:14 PM In reply to

    Re: Set Activity "Type" to "email" automatically when an email is sent as an activity

    Answer
    Reply Contact

    billf:
    How can I customize Method to do this?

    Following my advice in the other post, you'll need modify the New Activity screen to trigger an "Enter Value Into Field On Screen" action when the user clicks the "Send an Email" checkbox.  A couple of good webinars for you on this topic would be:

    Introduction to the Customization Screen

    Introduction to Actions - Level 1

    Introduction to Actions - Level 2

    ~C
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