1.3.16-2. Ad-Hoc Email (BP and Lead Action)

Ad-Hoc email is available through Action button within the Business partner or the Lead process page (Sales/Purchase).

To configure it, prepare:

1. the Master and Content template in the notification server as usual.
   1. The Master template should in include the generic desired design of the email
   2. The Content email should remain completely empty (the text will be filled from the AdHoc text the user will add)
2. the Notification Template through the "List of Notification Templates": /SetupEntities/List/Workflow/IDMS_WF_NotifTemplate with the following info:
   1. ModelResolver = OneDealer.SalesAndLeads.BusinessLayer.Notifications.EmailAdHocNotificationResolver, OneDealer.SalesAndLeads.BusinessLayer
   2. Master: the Name of the master template
   3. Content Template: the Name of the content template
      
3. the Notification Group through the "Workflow Notification Group List": /workflow/WFNotificationsGroupList
   1. Add inside the Notification Template made in step 2
      
4. Search in the menu for the “Setup” and open the Setup table
5. Search the word “EmailAdHoc”
6. Configure the following setup keys that will be displayed:
   1. EmailAdHocMasterTemplateName: Add into the field Entity Value the code name of the Master template you want to use.
   2. EmailAdHocContentTemplateName: Add into the field Entity Value the code name of the Content (Mail) template you want to use.
   3. EmailAdHocNotificationTempl: Add into the field Entity Value the "Code" of the already made Notification Template Group from step 3.