Hello guys,
I am having troubles achieving the following:
My task is to create an action for a specific transaction type and send out an e-mail (I already finished this part). The e-mail should be available in the transaction history of the transaction.
I created an action profile and an action for leads and used the method call to be able to use BAdI EXEC_METHODCALL_PPF. Based on implementation CRM_COMPL_MAIL I was able to send out my e-mail with a custom mail form.
Now the question is how can I put this e-mail to the doc flow of the business transaction (lead)?
Does somebody have an idea how to achieve that?
Best regards
Sascha