Mark custom email fields as functional email for a custom module record

Mark custom email fields as functional email for a custom module record

I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients.

There is a lookup field to the customer, account, assigned employee and related deal.

This allows me to populate email templates with all the information I need.

However, when I click the blue email button the To email field is always blank. This is because it is not possible to map the Contact's lookup Email field to the record's email field.

It would therefore be great if a custom email field on the record could be marked as the "functional" email. This would result in that email being prepopulated into the To field on emails and related emails to be shown in the related Emails list for that record.

Perhaps there are some other ways around this like just giving the ability to map the lookup email to the record's email.

I'm open to other suggestions :)
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方