Edit External email before send?

#1 (**permalink**) 10-06-2005, 05:11 PM

Howdy,

Does anyone know of a way to have CRM generate an external email using
workflow rules - with rules that will let the user see it (and potentially
edit it) before sending?

I am trying to generate a "Welcome" email that will be fired at the
completion of an application process, but then will allow me to edit the
email with a user name and password for the customer. Perhaps there is a way
to get CRM to create a draft rather than send the full email?

Thanks!

nasu

#2 (**permalink**) 10-06-2005, 05:24 PM

I don't think there's anyway to do this other than making an email template
that the user would insert.
--
Matt Wittemann
http://icu-mscrm.blogspot.com

"nasu" wrote:

> Howdy,
>
> Does anyone know of a way to have CRM generate an external email using
> workflow rules - with rules that will let the user see it (and potentially
> edit it) before sending?
>
> I am trying to generate a "Welcome" email that will be fired at the
> completion of an application process, but then will allow me to edit the
> email with a user name and password for the customer. Perhaps there is a way
> to get CRM to create a draft rather than send the full email?
>
> Thanks!
>
> nasu

#3 (**permalink**) 10-06-2005, 05:38 PM

Thanks for the quick response Matt!

So, just to make sure that I understand you: There is no way to generate an
auto email that can be edited. When you say "making an email template that
the user would insert", you are talking about a fully manual email process,
right? (Draft an email, insert template ... )

Thanks,

nasu

"MattNC" wrote:

> I don't think there's anyway to do this other than making an email template
> that the user would insert.
> --
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "nasu" wrote:
>
> > Howdy,
> >
> > Does anyone know of a way to have CRM generate an external email using
> > workflow rules - with rules that will let the user see it (and potentially
> > edit it) before sending?
> >
> > I am trying to generate a "Welcome" email that will be fired at the
> > completion of an application process, but then will allow me to edit the
> > email with a user name and password for the customer. Perhaps there is a way
> > to get CRM to create a draft rather than send the full email?
> >
> > Thanks!
> >
> > nasu

#4 (**permalink**) 10-06-2005, 05:52 PM

correct
--
Matt Wittemann
http://icu-mscrm.blogspot.com

"nasu" wrote:

> Thanks for the quick response Matt!
>
> So, just to make sure that I understand you: There is no way to generate an
> auto email that can be edited. When you say "making an email template that
> the user would insert", you are talking about a fully manual email process,
> right? (Draft an email, insert template ... )
>
> Thanks,
>
> nasu
>
>
> "MattNC" wrote:
>
> > I don't think there's anyway to do this other than making an email template
> > that the user would insert.
> > --
> > Matt Wittemann
> > http://icu-mscrm.blogspot.com
> >
> >
> > "nasu" wrote:
> >
> > > Howdy,
> > >
> > > Does anyone know of a way to have CRM generate an external email using
> > > workflow rules - with rules that will let the user see it (and potentially
> > > edit it) before sending?
> > >
> > > I am trying to generate a "Welcome" email that will be fired at the
> > > completion of an application process, but then will allow me to edit the
> > > email with a user name and password for the customer. Perhaps there is a way
> > > to get CRM to create a draft rather than send the full email?
> > >
> > > Thanks!
> > >
> > > nasu