Emailing Sales Literature #1

CRM 4.0 can't attach sales literature to emails - something that seems to be "obvious" - what's the point of being able to store sales literature in the CRM system (as a "repository") without being able to email it to contacts?

[Note: you can - just download onto your hard disk, then attach to email - but hang on - that defeats the whole object!!!]

Step #1: Custom attribute

The key to making this work is to give the user the ability to select the relevant sales literature onto an email.

We've done this by adding a new (custom) attribute to the email entity: new_salesliteratureid.  This is configured as follows (click on thumbnail to enlarge)

Couple of notes:

1. We've renamed "Sales Literature" to "Literature"
2. We position this lookup in a new section on the email tab of the form
3. We have some Javascript in the Save event of the form to confirm that the user wants to attach the selected sales literature

Onto the Plugin that makes it work...

 

Technologies

• Visual Basic
• C, C++, C#
• WinForms
• SQL
• CRM 4.0