Hi,
Usually I have the activities as subgrid on my case form. When I click the "+" sign I can choose between tasks, emails etc. When I click ex. Email. It opens a new window where I can create the email.
However if I display emails in a subgrid on my case form (Then I can create a view with relevant email data.ex To, From etc - and these information's cannot be accessed from activities unfortunately?). Then when I click the "+" sign I get the l lookup field, and not the new window where I can create a new record.
Other places in the system I have changed the parent/primary key in the "target entity" to business required, then I don't get the lookup window.
But how can I do this for email? I tried changing the "regarding" to business required, but this doesn't changed the behavior?
I only wan't to use standard CRM customizations, not javascript etc etc to make it work..