How can I get the email text to appear on the Activities table in Edit Customer?

billf — Wed, 16 May 2012 18:55:15 GMT

The Activities table is a nice summary of chronological contacts with a lead or customer. But if an activity is an email, I want to see at least a few lines of the email text content - so I can quickly review what we have been talking about. As it is now, Method makes you click and open the email, going to a new screen. Not useful.

Can we customize to put the email text in the comment field or use a different field for this?

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

billf — Wed, 16 May 2012 18:49:13 GMT

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!

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How can I get the email text to appear on the Activities table in Edit Customer?

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