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ProjeQtOr free project management software - [SOLVED] Send email via template / Save a note - ProjeQtOr

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[SOLVED] Send email via template / Save a note

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30 Déc 2020 01:52 - 30 Déc 2020 01:57 #1 by Tony44
Send email via template / Save a note was created by Tony44
Hi,

When manually sending an email using an email template, for example from a ticket, it is possible to check the "record a note" box (see below).
A note is then created, however it contains only this:

Email sent to xxx :.


Isn't the content of the email actually sent (generated from the template) expected to be recorded in the note ?
Or does the recording intentionally only concern the message that can be entered in the sending form ?

If the current behavior is that expected, I propose an evolution to allow the content of the email sent using the template to be recorded in a note.

Thanks

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Tony44
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Last edit: 30 Déc 2020 01:57 by Tony44.

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30 Déc 2020 14:31 #2 by babynus
Replied by babynus on topic Send email via template / Save a note

Isn't the content of the email actually sent (generated from the template) expected to be recorded in the note ?

No, only the Message you wrote (field above the checkbox) is saved on the note.

Or does the recording intentionally only concern the message that can be entered in the sending form ?

Yes

If the current behavior is that expected, I propose an evolution to allow the content of the email sent using the template to be recorded in a note.


o:) hum, that would lead to heavy notes...
Possibly a link to the email (which is stored and visible in the email screen) would be more accurate.
Babynus
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03 Jan 2021 23:00 #3 by Tony44
Replied by Tony44 on topic Send email via template / Save a note

o:) hum, that would lead to heavy notes...

It all depends on the email model, we have some that produce particularly short emails.

Possibly a link to the email (which is stored and visible in the email screen) would be more accurate.

Sounds like a good lead to me.

The idea being to be able to view the content of the email sent directly from the screen of the current element (ex: ticket), the evolution could be to systematically add a link to the email sent in the activity stream (which currently only contains the subject of the email from a template).
This link would allow you to display the complete email when hovering the mouse for example (or in a pop-up via a click?).
What do you think ?
Tony44

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04 Jan 2021 15:00 #4 by babynus
Replied by babynus on topic Send email via template / Save a note

The idea being to be able to view the content of the email sent directly from the screen of the current element (ex: ticket), the evolution could be to systematically add a link to the email sent in the activity stream (which currently only contains the subject of the email from a template).
This link would allow you to display the complete email when hovering the mouse for example (or in a pop-up via a click?).

Yes, good idea.
Ticket #5154 recorded
Babynus
Administrator of ProjeQtOr web site

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