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michelle_caskey
michelle_caskey
Contributor ⭐️
June 23, 2015

Contacts in 360, hyperlink email addresses

  • June 23, 2015
  • 3 replies
  • 66 views
In the Customer 360, within the Contacts section, contact details are displayed such as names and email addresses. It would be a huge timesaver if these email addresses were hyperlinks to start a new mail message to the contact, either with the local mail client or maybe CoPilot.

      3 replies

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      June 28, 2015
      It is possible to show emails as hyperlinks that launch your mail client. You just need to create a new text formula field (formula below), and then add this field to the UI view/report you are displaying on Customer 360.

      HYPERLINK("mailto:" & Email , Email)

      ellenoangieslistcom
      ellenoangieslistcom
      Contributor ⭐️⭐️⭐️⭐️⭐️
      December 3, 2015
      Is there any plan to get this enabled automatically like the click to dial?
        kristin_f3c469
        kristin_f3c469
        Contributor ⭐️⭐️⭐️⭐️⭐️
        June 17, 2016
        I worked on adding a new field with the formula Manu provided. The HYPERLINK formula has an additional parameter of a target, which is optional. If you do not specify a target, the link opens in a new browser window. So you get the new email window, but also a new browser tab. Unfortunately there in no parameter to disable this.

        My husband is an HTML wizard, so he came up with a pure HTML string to set the formula field to:

        "<a href='mailto:" & Email & "'>" & Email & "</a>"

        It appears to be working.
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