Re: Case Emails by brionybjb
brionybjb
Wed Sep 05 18:06:53 PDT 2007
On Sep 3, 5:58 pm, technojeff <technoj...@discussions.microsoft.com>
wrote:
> I wish it did, even when I start from within the case and the "to" is the
> account, for some strage reason my implemetation deoesn't let me select a
> case template.
>
> I am stuck!
>
>
>
> "Sam - Inogic" wrote:
> > hi jeff
>
> > >My initial approach was to open the case - create a new activity (email)
> > >This
> > > automatically populate the regarding to the the appropriate case.
> > > The email "to" is set to either an account or a contact (when the global
> > > and contact templates may be selected.
> > > In our implementation I only have the opportunity to select Account;
> > > Contact; Lead; Queue; User. I then try to use the "insert template"
> > > button
> > > within the email form. Whichever one I chose, I only get access to the
> > > global
> > > and appropriate template types associated to the TO field.) I am still
> > > unable
> > > to select the case templates.
>
> > In the above scenario when you click on Insert Template, you should be
> > prompted with "Select Template Target" dialog box. This would show you the
> > case and the entity that you have chosen in "To" and the Templates
> > displayed would be based on one you select from the list in the Template
> > Target dialog box.
>
> > Hope this helps!
>
> > Sam
> > _______________
> > Inogic
> > Innovative Logic
> > Innovative solutions for your SME ERP/CRM products
> > E-mail: c...@inogic.com
> > Web:www.inogic.com
> > --------------------------
>
> > "technojeff" <technoj...@discussions.microsoft.com> wrote in message
> >news:3DB8AF25-9EB4-4221-9C3E-CCC941533934@microsoft.com...
> > > My initial approach was to open the case - create a new activity (email)
> > > This
> > > automatically populate the regarding to the the appropriate case.
> > > The email "to" is set to either an account or a contact (when the global
> > > and contact templates may be selected.
> > > In our implementation I only have the opportunity to select Account;
> > > Contact; Lead; Queue; User. I then try to use the "insert template"
> > > button
> > > within the email form. Whichever one I chose, I only get access to the
> > > global
> > > and appropriate template types associated to the TO field.) I am still
> > > unable
> > > to select the case templates.
>
> > > My second approach is based on the actives cases list. I can highlight the
> > > appropriate case. I then select the "use direct email" button whcih opens
> > > a
> > > dialogue where I can chose to send a template to the selected account. I
> > > can
> > > select case templates from this dialogue. I then hget an error message
> > > which
> > > is probably my implementation and need to enable the bulk email.
>
> > > I general, I wanted to do this within the case as an activity. (initial
> > > approach) However, if I can get the second method working, I can use this
> > > as
> > > a work around. All the data I need to send is found within the case
> > > record.
>
> > > "Sam - Inogic" wrote:
>
> > >> Hi Jeff,
>
> > >> If the regarding of the activity is associated with a case and you have
> > >> case
> > >> templates created not sure why they dont show up to you. You say the
> > >> account
> > >> templates show up. For account templates to show up did you select the
> > >> account in the from or To of the email?
>
> > >> I am not very clear with the second part of your mail regarding the
> > >> template
> > >> selection and immideate sending of the mail. May be if you could give the
> > >> steps followed we would get a better idea to your problem.
>
> > >> Sam
> > >> _______________
> > >> Inogic
> > >> Innovative Logic
> > >> Innovative solutions for your SME ERP/CRM products
> > >> E-mail: c...@inogic.com
> > >> Web:www.inogic.com
> > >> --------------------------
>
> > >> "technojeff" <technoj...@discussions.microsoft.com> wrote in message
> > >>news:5FC0A1B6-B67F-4530-BBEE-E3CE0E224A71@microsoft.com...
> > >> > Sam,
> > >> > I have checked the "regarding" within the activity, but when I try to
> > >> > insert
> > >> > a template, I definately only get access to Global and account
> > >> > templates,
> > >> > and
> > >> > not the Case templates (of which I have 4 set up.) What I have found is
> > >> > that
> > >> > I can select the case templates when the list of accounts is on the
> > >> > screen.
> > >> > By selecting any record, but not opening it, I can select the
> > >> > appropriate
> > >> > template which it immediately attempts to send. Unfortunately, I do get
> > >> > a
> > >> > system error message to te3ll me that the CRM buk email isn't
> > >> > available. I
> > >> > would like to know, is, if this is the approach you take, and should I
> > >> > get
> > >> > the bulk email service implemented.
>
> > >> > "Sam - Inogic" wrote:
>
> > >> >> Hi Jeff,
>
> > >> >> To access case template from an email activity you would need to set
> > >> >> the
> > >> >> regarding of the email activity to the Case with which you would want
> > >> >> the
> > >> >> mail sent.
>
> > >> >> But using the Case Template in your scenario might not work most
> > >> >> probably.
> > >> >> When you create a case template, if you intend to use "Account" or
> > >> >> "Contact"
> > >> >> in your template, it would refer to the Account/contact associated
> > >> >> with
> > >> >> the
> > >> >> case and not the 3rd Party you are trying to email. So it would say
> > >> >> "Hi
> > >> >> Adrian(contact associated with case)" instead of "Hi Alan(the user you
> > >> >> want
> > >> >> to send the mail to)"
>
> > >> >> We had developed a custom solution for one of our clients where we
> > >> >> they
> > >> >> had
> > >> >> to send an email for a custom entity and wanted information from that
> > >> >> custom
> > >> >> entitiy merged. We could provide you with a similar custom solution if
> > >> >> your
> > >> >> are interested.
>
> > >> >> Sam
> > >> >> _______________
> > >> >> Inogic
> > >> >> Innovative Logic
> > >> >> Innovative solutions for your SME ERP/CRM products
> > >> >> E-mail: c...@inogic.com
> > >> >> Web:www.inogic.com
> > >> >> --------------------------
>
> > >> >> "technojeff" <technoj...@discussions.microsoft.com> wrote in message
> > >> >>news:CE0241A3-120D-4E9E-9204-749153D75D32@microsoft.com...
> > >> >> > I want to write an email template which will be sent information to
> > >> >> > a
> > >> >> > third
> > >> >> > party (account & contact) to notify them about the service case from
> > >> >> > within a
> > >> >> > Case activity.
> > >> >> > I find that using workflow always put the email to the client, which
> > >> >> > I
> > >> >> > really dont want to do.
> > >> >> > Using templates to drop into an email (activity) I am opening seems
> > >> >> > to
> > >> >> > only
> > >> >> > give me access to global and account templates rather than case
> > >> >> > based
> > >> >> > templates I require.
>
> > >> >> > I can write the template easily as a Case template, but how do I
> > >> >> > access
> > >> >> > it?- Hide quoted text -
>
> - Show quoted text -
Hi Jeff
I have been following this discussion with interest and hoping a
solution could be found as my experience is EXACTLY the same as
yours. Does anyone have any idea why the "Select Template Target" box
is not appearing?
Bri