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Messages in Comments

Last post 09-07-2016 4:49 PM by Method_Ben. 3 replies.
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  • 09-07-2016 3:56 PM

    • Micahk
    • Top 500 Contributor
    • Joined on 10-22-2014
    • Posts 6

    Messages in Comments

    Currently when you push an email through the outlook plugin, it shows up as a completed task but with nothing in the comments.  It would be nice if i didn't have to click on the activity to view the message and have it appear in the comments.  Is that possible with the plug in?   with the google gadget i think its called "autofill comments" 

  • 09-07-2016 4:31 PM In reply to

    Re: Messages in Comments

    Hi there Micahk,

    You certainly can add the Email information directly into the Comments!

    When Adding the Activity to Method From the Outllok Plugin, Just Copy the information contained in the "Email Message" field, into the "Comments" Field

    After you've done this, The added activity in method will contain the Email body in the Comments!

    (From the Activity)

    (From the Grid - Sorry for the Quality of the Screenshot, had to do some impromptu resizing)
     


    Thanks Michak,


    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 09-07-2016 4:37 PM In reply to

    • Micahk
    • Top 500 Contributor
    • Joined on 10-22-2014
    • Posts 6

    Re: Messages in Comments

    i get copy and paste sure.  but in the google gadget its a check box and is automated.  its already a 3 step process to add an email with the plugin, just didn't want to make a 4th.  

  • 09-07-2016 4:49 PM In reply to

    Re: Messages in Comments

    HMicahk,

    The Outlook plugin is something we are looking to revisit and invest some development resources in in the near future. Not just small function tweaks, but an entire overhaul.

    I agree that this would be a worthwhile addition to the next version of our OutLook plugin, and will make sure to pass this on to the team.

    If you have any more ideas/Feedback, we would love to hear it!

    Thanks Micahk

    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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