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Customer experience | Sales, Customer Insights,...
Suggested Answer

Email icon on leadform should open mail form

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Posted on by 15

Hi

On the lead form there is a email field. That field has "new email" icon. When clicking the icon it opens my mailprogram on my computer. Is there anyway to make it open the email form in CRM so that the user doesn´t have to leave CRM to write the email?

Kind regards,

Kim

I have the same question (0)
  • Aditi_Mohpal Profile Picture
    on at

    Hi Kim,

    Thanks for posting your question here. In Lead record, user can click on Activities tab in social pane as shown below and then open email record from there.

    pastedimage1585857335188v1.png

    Please let me know if this works and mark this as suggested answer!

    Thanks,

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    This is OOB behaviour and it can not be customized.

    As suggested above they can utilize timeline to create Email in CRM

    If found helpful, Please mark my answer verified.

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