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Customize the default email that opens when a user clicks the "Email a Link" button on the ribbon. RRS feed

  • Question

  • By default, the body of the email that opens when clicking "Email a Link" from the ribbon in CRM contains the record's primary attribute (i.e. Name) and the link. Is there a way to customize the default email to include other fields of information?
    Friday, February 7, 2014 3:51 PM

All replies

  • Hi Sarah,

    Unfortunately there isn't an easy way - you would need to create your own custom version of that button and add into additional information via a custom Javascript Action that then opens a mailto: link.

    Scott


    Scott Durow
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    Friday, February 7, 2014 10:22 PM
    Answerer