{"id":3126,"date":"2012-11-30T05:06:46","date_gmt":"2012-11-30T05:06:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3126"},"modified":"2012-11-30T05:06:46","modified_gmt":"2012-11-30T05:06:46","slug":"do-not-file-a-communication-from-email-screen-and-send-only-using-outlook","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/11\/30\/do-not-file-a-communication-from-email-screen-and-send-only-using-outlook\/","title":{"rendered":"Do not file a Communication from email screen and send only using outlook"},"content":{"rendered":"

Below shown is the Standard Email screen in SageCRM. As you can see there are two buttons Send Email<\/strong> and Send Using Outlook<\/strong>. Now the scenario is, I want to remove the Send Email<\/strong> button on the New Email screen and also stop filing email communications in CRM.
\n\"\"<\/a>
\nFor the first part of the requirement to remove the Send Email button from the email screen you can refer our blog where we have explained how to remove the Send Email button from the email screen in detail. Please refer the below blog link for the same.
\nhttps:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/07\/remove-send-e-mail-button-from-e-mail-screen-and-use-send-using-outlook-only\/<\/a>
\nNow what can be done on the second part of the requirement? In Sage CRM whenever we send an email, a communication is created. On the email screen there is Do not file this communication<\/strong> checkbox. This checkbox is responsible for filing or not filing the communication in CRM. If the checkbox is not checked, the email sent is saved into the CRM. If the checkbox is checked then that communication is not saved in CRM. By default this checkbox is unchecked. Now an idea to solve our problem is to uncheck this checkbox through script as soon as screen is loaded. Here is the script that can be added on the custom content of Communication Options screen to achieve the results.
\n<script for=window event=onload><\/em>
\nfor(i=0;i<document.all.length;i++) <\/em>
\n{<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(document.all[i].tagName==’A’)<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if((document.all[i].outerHTML.search(“SendEmail.gif”)>-1) || (document.all[i].outerHTML.search(“Send E-mail”)>-1))<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 document.all[i].style.visibility = hidden;<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/em>
\n\u00a0 \u00a0\u00a0<\/em>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 if(document.EntryForm.cbdonotfileComm)<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 document.EntryForm.cbdonotfileComm.checked=true;<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/em>
\n}\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/em>
\n<\/script><\/em>
\nBy the way I would prefer all my emails to be filed and I may not like to give users choice to uncheck this checkbox, but when it comes to business scenarios there might be many.
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Below shown is the Standard Email screen in SageCRM. As you can see there are two buttons Send Email and Send Using Outlook. Now the scenario is, I want to remove the Send Email button on the New Email screen and also stop filing email communications in CRM. For the first part of the requirement\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[131,332],"tags":[],"class_list":["post-3126","post","type-post","status-publish","format-standard","hentry","category-email","category-sage-crm"],"yoast_head":"\nDo not file a Communication from email screen and send only using outlook - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/11\/30\/do-not-file-a-communication-from-email-screen-and-send-only-using-outlook\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Do not file a Communication from email screen and send only using outlook - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Below shown is the Standard Email screen in SageCRM. 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