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4020

"Send an email" tasks should be defaulted to "Email" type.

"Send an email" creates an activity whose type is the general default type for Tasks, not "Email".
See attached screenshot: my default type is "Phone call", so using "send an email" creates phone calls instead of emails !!
The default value for type is at Setup / Customize / Activities / Task Fields / Type.
Either the task type "Email" should be non-updatable, non-deleteable, or it would recreate itself each time "Send an email" is used, or they should be a separate default value for this button.

Albert1Luv 01/05/07	I agree! This seems like a no-brainer. The same thing should be done "Log a Call". Default should be "Call"
AMartin 01/10/07	I tried to resolve this issue with the new Field Update functionality in Winter 07 but no luck. Whenever, you send an email from sfdc, the subject of the task is prefixed with "Email:" or "Mass Email:", so it should be simple to update the Activity type field to "Email" if a task is created with subject starting with "Email" or "Mass Email". Unfortuneately, creating an activity record by sending an email does not trigger the workflow. It's a known bug that has yet to be resolved.
hvera 01/14/07	This is a MISSION CRITICAL fix. Without it, LN users get bombarded with salesforce.com emails into their LN tasks. This must be fixed or a workaround developed as soon as possible. Waiting till the next release is not an option as it makes LN integration virtually worthless from a task perspective if emails are generated from salesforce.com. How was this not caught before General Release? There is a setting in the LN options that filters these out of the task sync but not of much use right now.
RDN_LHR 01/24/07	I think this is the most ridiculous omission by Salesforce. They jerked me around when I complained about it and tried to tell me it was my usage of the system that was bad. Go on and create a new report in Salesforce and for "Select The Type of Data To Report on", choose "Activities". By then highlighting "Tasks and Events", a lovely graphic pops up on the right, of a report that is impossible to create in Salesforce because of the lack of this feature. False advertising I'd say. Salesforce.com did not agree with me. It is likely that they will not agree with hvera either as to what is mission critical and what isn't. They really don't care so much what's critical for the customer or what actually works. It's more about what's critical for their own marketing hot-air and smoke machines. It has always been more about generating hype and whipping up media buzz than it's been about pleasing customers and I suspect it will be for a LONG while.
HRearden 01/29/07	We have the same exact problem in our system. It's ridiculous to have to explain to my users that this is just a silly oversight on the part of SFDC. Granted, I have at least been able to remove and tasks from reports by using the filter [ Subject contains "Email: " ] -- but this is not a viable solution.
James_McGill 01/31/07	Please make the default type configurable by the system administrator. This would enable companies to put emails in whatever Activity Type they would like and not force them to have an "email" type if they don't want it. The same goes for Log a Call. The system adminstrator should be able to select the default Activity Subject (or not have one at all).
fike 01/31/07	This is really more of a bug than an email. And it has been an issue since Activity Type was implemented.
fike 01/31/07	oops the above should read: This is really more of a bug than an Feature Request. And it has been an issue since Activity Type was implemented.
AlexCRMmanager 02/12/07	YES!!! This is definitely a very bad and ridiculous bug, and it is absurd that SFDC has not fixed it yet. This has been extremely frustrating for me, my clients, and my users, as it creates a ton of extra work for the users or the SFDC admins. Why oh why can't SFDC have the 'Send an Email' button default to type 'Email'? Outlook Edition already sets e-mails added from there to type 'Email'. Shame on Salesforce.com for ignoring this issue for so long. They will really hurt themselves in the long run if they keep ignoring issues like this. Be warned!! P.S. The way that SFDC Support responds to issues like this is pretty deplorable as well. They shouldn't blow off users who point out these flaws. The product managers at SFDC need to make these bug fixes their highest priority, instead of focusing mostly on new revenue streams for SFDC like Google Adwords. Make your base product work well first.
MatM 02/15/07	I agree totally, please see my post Pre Define a Task Type when using a workflow created Task Which complains about the inability to set a task type when using workflow rules.
jhbenter 02/22/07	I agree. I reported this BUG more than 1 year ago. At that time SFDC claimed that our bug report was rather a feature request. Now they at least agree that it's a known issue. But the bug is still there for more than 1 year. I cannot understand that it's not fixed - as it should not be difficult. Probably it's 3 lines of code or so.
Nellybean 02/26/07	This is the most complained about non-feature in our organization and Iwould LOVE to be able to tell the users it has been fixed.....
dlocke 03/02/07	Merged Idea originally posted 01/12/07 Auto populate Type field in when sending email out through SF When I send an email out through Salesforce, and the subsequent task has been record in the Activity History, I would like the Type field to be filled in automatically to indicate that an email was sent out. We run reports to indicate represent rep productivity and these activities are just recorded as blank. You must manually update the task activity in History and change the Type from "none" to Email. Thank you.
ExcellenceRealtyPLLC 03/02/07	Merged Comment originally posted 02/16/07 I agree with this 1000%. Why in the world wouldn't and EMAIL sent from SFDC be logged AUTOMATICALLY as Activity Type EMAIL??? Your create email templates feature is very nice but I NEVER use it becuase I know when I send an email from SFDC it will not auto populate the Activity Type as EMAIL. When I add emails from Outlook, it auto populates the Type as EMAIL so please tell me why the # 1 on demand CRM does not have their system refined enough to not have an email sent from SFDC auto populate the Type as EMAIL... what else would the Type be if you are sending an email from SFDC other than EMAIL??
andyognenoff 03/07/07	Absolutely agree. My workaround was to set the default Activity Type on each Activity Record Type to "Email". That makes emails sent from SFDC use that type but it also makes tasks created using workflow default to that type...which isn't right.
CarolS 03/13/07	The same goes for using the "mass email" feature. It would be great if the "type" could be defaulted to email.
kjames 03/29/07	AGREE!!! My first thought was to create a workflow, but this feature should be intrinsic to SFDC...one less manual step for the Inside and outside Account Execs in particular
Rasmus_Mencke 04/03/07	Today they default Activity type is being used - I have added this to the product roadmap to get fixed
erikstenson 05/31/07	In addition to administering the default, it would be helpful to have the task type drop down field on the Send An Email edit screen in the first place. We have different types of emails, so it would be helpful to select the task type when in the email edit mode. Moreover, if this type of solution were possible then take it a step further and enable the administrator to select which task fields to include on the SAE edit page.
Drew_Alexander 12/03/07	I agree! My workaround, like that of andyognenoff above, was to make the default value "Email". That fixed it for both Emails and Mass Emails. Then, to fix the default values for non-emails I created custom buttons that pre-populate New Tasks, New Events & Log A Call with "Phone Call" in the Type field. The unfortunate thing is that you have to create custom buttons for every object type that generates Activities if you want the fix to be universal. Here's the code I used for creating New Tasks from Opportunities: https://na1.salesforce.com/00T/e?who_id={ what_id={!Opportunity.Id}&retURL=%2F{!Opportunity.Id}&cancelURL=%2F{!Opp... Call
MISSNAZ 12/07/07	Merged Idea originally posted 06/22/07 All e-mails sent via SFDC should be automatically tagged as "e-mail" type when saved as completed task All e-mails sent via SFDC should be automatically tagged as "e-mail" type when saved as completed task. The default type should be e-mail every time you send an e-mail and SFDC tags it as a completed activity
amagness 12/07/07	Merged Comment originally posted 06/28/07 i actually asked for the same thing today. this would be a huge help for our activity reporting.
kdc Feb 6	Absolutely - this is a small thing, yet it has huge consequences for reporting. This shouldn't be hard to fix.
craskulinecz May 8	Are we going to get this fixed soon?
karenkbb May 9	This bug should be fixed sooner than later.
karenkbb May 9	This bug should be fixed sooner than later.
karenkbb May 9	This bug should be fixed sooner than later.
karenkbb May 9	This bug should be fixed sooner than later.
MISSNAZ May 14	all mass e-mails shoudl individually be tagged as e-mail activities
kyle.p02232008 May 16	Part of my solution is like andyognenoff and Drew_Alexander in that I set the default Type on the recordtype to Email so that Send An Email gets the Email type set. I avoided having to create a custom button for each object by creating an S-Control with the below javascript and then overriding the Log A Call activity button with the S-Control. window.top.location = window.top.location + "&tsk10=Call&nooverride=1";
AlexCRMmanager May 19	That's an ok workaround @kyle.p02232008, but we shouldn't have to do this kind of stuff to fix such a glaring bug in Salesforce.com. This bug is LONG overdue to be fixed. There have been what, 5 releases of SFDC since this Idea was posted?
bofaryang Jun 24	I would just like to post my agreement that this is a major issue that needs to be repared ASAP.
AlexCRMmanager Jun 24	Why in the world does Salesforce delay fixing simple issues like this for FOREVER?!?!?!?!?!?!
AnaSales Aug 12	yes please fix this!

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