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Not sure how to title this question?
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09-18-2008 07:18 PM
I have something I want to do in Salesforce and am having trouble finding a solution. I find this problem difficult to explain well so I will do my best and hope that if you have a question or need clarification you will ask.
I have a series of names and email addresses. These people don't really need to be contacts although I would prefer that that were. What I need to be able to do is:
On an account detail page,
have a field where I fill in one of these peoples names and another field where their email address automatically populates.
Right now I have a lookup (contact) field where I can grab the names (they are currently all added as contacts) but then I have to save the change, click on the name, highlight the email addy and click back to fill it in.
Any thoughts on how I could create a more streamilined solution. I am sure it is right under my nose and I am just missing some simple idea. Or so I hope
Thanks in advance,
Lindsey
I have a series of names and email addresses. These people don't really need to be contacts although I would prefer that that were. What I need to be able to do is:
On an account detail page,
have a field where I fill in one of these peoples names and another field where their email address automatically populates.
Right now I have a lookup (contact) field where I can grab the names (they are currently all added as contacts) but then I have to save the change, click on the name, highlight the email addy and click back to fill it in.
Any thoughts on how I could create a more streamilined solution. I am sure it is right under my nose and I am just missing some simple idea. Or so I hope
Thanks in advance,
Lindsey
Re: Not sure how to title this question?
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09-18-2008 08:23 PM
How about Contact Roles? That lets you select a contact and their email address would automatically show up. Just add it as a Related List to the Account Layout Page.
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09-19-2008 11:14 AM
Thanks. That makes sense. Now is there a way to grab that email addy and add it to the additional to or cc section by creating a custom link? Marcus explained how to do this in a recent blog post:
http://blogs.salesforce.com/support/2008/07/the-qu ick-email.html
This is the code I use now but with the cut and paste shortcoming that I initially explained:
location.replace('/email/author/emailauthor.jsp?re tURL=/{!Account.Id}&p3_lkid={!Account.Id}&template _id=00X800000011vtp&p24={!Account.AHS_Rep_Email__c }&p4={!User.Email}&p5=');
If there is a way to call on the email from the contact role I would be golden.
Thanks,
Lindsey
http://blogs.salesforce.com/support/2008/07/the-qu
This is the code I use now but with the cut and paste shortcoming that I initially explained:
location.replace('/email/author/emailauthor.jsp?re
If there is a way to call on the email from the contact role I would be golden.
Thanks,
Lindsey

