Feature Request: Subject Field Filled

  1. 6 months ago

    It would be so much easier if when linking or pasting the subject field could contain the title of the object I am linking too or pasting from like Onenote or EssentialPim as examples.

    Linking does not always work and never when copy/paste especially from the internet and must always manually enter the title.

    I have tried highlighting and even coping what I want the title to be when linking but obviously this is not possible when pasting.

  2. Chris

    5 Jun 2018 Developer, Moderator, Beta Tester
    Edited 6 months ago by Chris

    I'm really interested in this but finding it hard to understand what you mean. Could you please give some practical example with steps to reproduce it.

    For example, OneNote. How are you taking content and what is it exactly you would like doogiePIM to do?

    There are many record types with a "subject". Which area of doogiePIM do you mean?

  3. I discovered how to somewhat accomplish what I need. I looked for this information in the help file but could not find it.

    1. Need to select information in the body of an email, not the subject of the email.
    2. Right-click and select "send to", instead of using the link button and then the new linked task/event/journal/document is created with the selected text already in the title if task or event but only in the text body if journal or document.

    Now with EPIM you right-click on the email, select convert to task/appointment/note and the subject or title gets prefilled with the email title and the notes or document area with information from the email body and linked to the contact.

    I hope I am explaining this better.

  4. Chris

    5 Jun 2018 Developer, Moderator, Beta Tester

    I understand now. I'll see what I can do to improve this functionality.

    A great many thanks for letting me know and the feedback.

 

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