I have a custom table to store information about work jobs, which is linked to a second custom table which hold details about the customer. I would like to be able to also track emails to and from the customer related to specific jobs, and I have two questions about this.
- I have enabled Activities for the jobs table, and can add an email via the Timeline in the main form. However, the From and To fields appear to be look-ups, rather than free text. I cannot therefore simply add the sender's name and/or email address. Is this posisble, and if so how would I go about it.
- Emails to and from the customer are currently handled through Outlook, rather than the Model-based App I have linked to the tables described above. These may come from different people at the company, and have varying subject lines, making automatic filtering/forwarding difficult. It would therefore be helpful if the email could be added directly from Outlook to the Record, either by manually forwarding it to an email address belonging to the record, or clicking and dragging. Are either of those things possible?
I realise these might be have rather simple solutions, but any help anyone can offer would be very welcome.


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