1.3.16. 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
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.