Send Email from a Record

File:Emailactivity.gif

Email messages are tracked in the Activity History section of Related Information

Managing your contacts includes keeping an updated address/phone book. You can send email messages to your contacts from within the platform and track the communications automatically:

• Email Messaging from a Record
• Email Messaging from a Data Policy

Email Messaging from a Record

Email Messaging from a Record

Email Messaging from a Data Policy

Email Messaging from a Data Policy

Template Variable Contexts

Template variables have slightly different syntax in different contexts. In addition, the available variables can differ between contexts. The template variable tool gives you the possible variables, in the correct syntax for each context:

Context	Available Variables
Email Templates and Letterheads Web Form notifications and auto-response email messages	Template Variables in Email Templates Template Variables in Service Provider Email Messages Global Template Variables (custom variables) Record, User, Company, and Date/Time fields History fields (last comment and recent notes)
Document Templates	Global Template Variables Record, User, Company, and Date/Time fields History fields (last comment and recent notes)
Custom Form Actions	Template Variables for Actions Using Execute JavaScript User fields
Rules and Rule Sets	Record fields
Web Tabs	User Fields, Company Fields

For Service Provider emails:

• From the Service Provider URL: http://{yourDomain}/networking/Service?t=1&targetpage=ViewPort.jsp
• Go to Settings > Service Provider Settings > Manage Email Templates

Using the Template Variable Tool

This tool is used to look up the names of variables that can be used in templates.
The variables are based on fields in objects:

To lookup a template variable:

1. Choose a Category

   Category - Contains multiple categories of fields you can choose.

2. Choose a field from the Category

   Fields - Contains the fields available in the selected category.

3. The variable name is displayed. For example:

   Variable field: $user.full_name

4. Copy the variable name from the field and paste it into your template or email.

Note: The field Name is displayed. It is likely to be somewhat different from the field Label that is displayed in the GUI.

Date and Time Fields

The Date and Time category contains:

• Current Date:

  Inserts $today, which displays the date in the standard format.

  On June 24, 2011 the date would be displayed as "24 June, 2011".

• Current Date User Date Format:

  Inserts $today_dateformatted, which uses the format set by the user, or by default, the format set for the company.

  For a date format of mm/dd/yyyy, the value on June 24, 2011 would show as "06/24/2011".