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Contacts in 360, hyperlink email addresses

  • June 23, 2015
  • 3 replies
  • 44 views
michelle_caskey
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.
    amanda_rudyj
    tzundelgainsightcom
    svaughangainsightcom

    3 replies

    manu_mittal
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    • 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?
    elaine_cleary
    kristin_f3c469
    Forum|alt.badge.img
    • 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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