E-mail for Sales Quote Output populate to activities e-mail workcenter\outlook

[former_member694696]

Dear experts.

Can you please clarify is it possible after Sales Quote were Submitted and output e-mail were automatically sent to customer to copy or just populate this e-mail in workcenter Activities - E-mails?

The second question: In our scenario the e-mail address of the Employee Responsible are using as a sender. Is it possible to have a sender a copy of e-mail at least in inbox? Ideally we would like to have e-mail in send items of sender.

Thanks in advance!

[mjveerhuis1]

Hi,

I am not sure what your actual target and challenge is, but did you investigate the option of setting up a workflow rule for an additional mail message?

In a workflow you can select the object (quote), define the condition (status), rule type (e-mail), the creation of an email activity, a sender email (owner of the sales quote), the recipient determination (Accounts Contact of Sales Quote or the Owner of the sales quote) etc.

Kr.

MJ

[former_member694696]

Hello, mjveerhuis

Thanks for reply.

Actually we were trying to understand standard behavior or possible customizing.

For now we are not considering workflow rule for an additional e-mail.

Thanks,

Kind regards,

Kirill