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Change the Do Not Allow Emails to = Do Not Allow

  • 1.  Change the Do Not Allow Emails to = Do Not Allow

    GOLD CONTRIBUTOR
    Posted Jan 29, 2020 04:51 PM
    We changed a Contact record for Change the Do Not Allow Emails to = Do Not Allow.  As a test, when we tried to send an email, we get an error message:

    But when the user opens the Show Details, it looks like this:

    Is there a way to give a user friendly message like:  "The Contact record has been set to not allow emails"





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    Tina Silver
    Sr BSA, CSM®
    SR Smith, LLC
    Canby OR
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Change the Do Not Allow Emails to = Do Not Allow

    Posted Jan 30, 2020 02:55 AM
    Hi Tina,

    I'm not sure how you are sending the email. Is it through workflow or directly from the email entity? If it is from email entity and user is creating an email, it is better to give an alert to user as soon as he selected the contact in the recipients. The way to achieve this is simply through front-end. Write a function on change on the recipient field and check whether the contact has the field you mentioned in question(Do not allow) and if it is selected simply give an alert to user. You can show anything you want in the alert box and you can have a control to remove that user from the selection.

    Please let me know if this helps you.

    Thanks

    ------------------------------
    Ram Kiran Yarramasu
    Aha Apps
    Glen Allen VA
    https://www.linkedin.com/in/ram-yarramasu-252901196/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Change the Do Not Allow Emails to = Do Not Allow

    TOP CONTRIBUTOR
    Posted Jan 30, 2020 11:39 AM
    @Tina Silver
    We set up a script that displays an alert banner a​t the top of the Contact form on any contact who has their do not email/do not contact flag set to true.

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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