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Suggested answer

Adding "Email Send" Entity Quick View Form to Contacts Entity

Posted on by 50

Hello All, 

I am attemting to add a "Email Send" Entity Quick View Form to the Contacts Entity Form.

I have created the Quick View form in "Email Send", but when I go to edit the Contacts Entity Form, I only have the options for Accounts and Contacts.

How do I get the "Email Send" Entity to show?

pastedimage1588268071530v1.png

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Adding "Email Send" Entity Quick View Form to Contacts Entity

    Hi,

    You have to select first lookup field in quick form properties. As per your screenshot you have selected Account in look field that is why you are only seeing Account and Contact.

    8688.pastedimage1588268071530v1.png

    See above image, I have lighted the area where you have to select your lookup field instead of account.

    To fix your issue, please selecte Email send look on lookupfield and then you should be able to add quick view form on contact.

    If found helpful, Please mark my answer verified.

  • DavidDe Profile Picture
    DavidDe 50 on at
    RE: Adding "Email Send" Entity Quick View Form to Contacts Entity

    I do have a lookup on the form to "Email Send" and still no option to use the Quick View.  

    For testing, I create a Lookup field with "Excluded Recipients" and the Quick View was not an option either.

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Adding "Email Send" Entity Quick View Form to Contacts Entity

    Do you have "Email Send" lookup on the form? If no - I'm afraid you would not be able to use that Quick View Form.

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