How can i make the email sent as an attachment to account/intrec.record ?

Question

Hello Friends,
We are on CRM7.0 .
1. Customer can call the CIC and request IC agent for some change in his personal data ( Account details- first name , last name etc) or address data( telephone numbers changed, address changed due to reloaction etc)
2. Now we already have made developments as when IC AGENT is changing any data related to account details or account address, an email is sent to the customer saying you have requested so and so changes and its pending for approval.
3. We also have developments in place as when the concerned officer has approved the changes, an email is sent to the customer saying so and so changes are approved and updated with us.
4. Now, the requirement is, whenever this email is getting sent( request email as well as approval email) , we would also like to have it as an attachment to the account so that we can keep track as when and what mail was sent and what changes where incorporated for a particulat customer
The option to me is either attach this email to the account or attach it to the interaction record.
Can anyone please guide me on
1. Is it possible to track that email  and set it as an attachment ?
2. We know that in Campaign, we have quessionair documents that get autoattached to the email's sent to target group in a campain-say for product proposal...or in some senarioes, these quessionairs are autoattached to the oppotunities when Sales Rep make the customer visit, they get these quessionairs filled. I am not functional and i dont know what backend configurations are done for it, I am a technical person. I would like to know, that is there any backend transaction or configuration seeting by which i can have emails sent to a customer get auto-attached to the interaction record or account ?
Waiting for replies.
Thanks & Regards,
Suchita

Answer 1

Hi,
Here is some sample coding to create attachments using cl_crm_documents,
* Fill the business object
   ls_business_object-instid = lv_guid. ( this can be your document guid )
   ls_business_object-typeid = "business object type like BUSxxxx )
   ls_business_object-catid = 'BO'
* File properties
      ls_property-name  = file_description.
      ls_property-value = lv_filename_string.
      APPEND ls_property TO lt_properties.
* File info
      ls_fileinfo-file_size  = lv_size.
      ls_fileinfo-binary_flg = 'X'.
      ls_fileinfo-first_line = 1.
      ls_fileinfo-file_name  = lv_filename.
      ls_fileinfo-mimetype   = lc_mimetype.
* lv_pdf has data as xstring
   CALL FUNCTION 'SCMS_XSTRING_TO_BINARY'
      EXPORTING
        buffer     = lv_pdf
      TABLES
        binary_tab = lt_content_bin.
    DESCRIBE TABLE lt_content_bin LINES ls_fileinfo-last_line.
    CALL METHOD cl_crm_documents=>create_with_table
      EXPORTING
        business_object     = ls_business_object
        properties          = lt_properties
        file_access_info    = lt_fileinfo
        file_content_binary = lt_content_bin
        raw_mode            = 'X'
      IMPORTING
        LOIO = ls_loio
        PHIO = ls_phio
*  ls_loio and ls_phio contains the logical and physical id's. You can read the attached data using PHIO or LOIO
To display the attachment in email
update content of attachments
    CLEAR ls_att_content.
    ls_att_content-file_name     = cl_crm_email_utility=>convert_uc_numbers_to_char( lv_fname ).
    ls_att_content-charset_file_name  = lv_filename.
    ls_att_content-content_bin   = lv_pdf.
    ls_att_content-mime_type     = lc_mimetype.
    ls_att_content-content_id    = lv_guid.
    ls_att_content-is_embedded   = space.
    APPEND ls_att_content TO gt_attachment_content.
cl_crm_email_utility=>get_body_part_from_editor
exporting
iv_plain_text = lv_text
it_attachment = gt_attachment_content
importing
et_mime_data = lv_mail_data->body
changing
cv_html = lv_btf_ascii.
To send email
lv_send_request_id = cl_crm_email_utility=>send_email( iv_mail_data =  iv_mail_data ).
cl_crm_email_utility=>create_send_req_from_mail_data
exporting
  iv_mail_data = lv_mail_data
importing
ev_send_request_id = lv_send_request_id.
Regards,
Arun Kumar
Edited by: Arun Kumar on May 13, 2010 2:59 PM