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Can You Use a mailto: Link in an Acumatica Notification Message?

15 February 2025

Email communication plays a crucial role in business automation, and Acumatica allows you to create customized notification templates to streamline interactions. One common requirement is to include a mailto: link in notification messages, enabling users to click an email address and instantly open their default email client. However, Acumatica’s editor presents some challenges when using mailto: links, often stripping them out or modifying them incorrectly.

In this article, we’ll explore the best way to add mailto: links in Acumatica notification messages while avoiding common pitfalls.

Why Use a mailto: Link?

A mailto: link provides a quick and convenient way for users to compose an email directly from a notification. It can:

●     Open the user’s default email client automatically.

●     Prepopulate the recipient’s email address, subject, and even the body of the email.

●     Enhance user experience by reducing the steps needed to send an email.

Challenges with mailto: Links in Acumatica

Many users have reported that when they try to add a mailto: link using Acumatica’s rich text (Visual) editor, the system:

●     Pre-appends http:// before mailto:, breaking the link.

●     Removes mailto: entirely when switching between Visual and HTML modes.

●     Does not render dynamic field values correctly when generating the email.

To avoid these issues, the best approach is to edit the link directly in HTML mode and save without switching back to Visual mode.

Step-by-Step Guide to Adding a mailto: Link in Acumatica Notifications

1. Open the Notification Template

●     Navigate to System Management → Notification Templates.

●     Select the template where you want to add the mailto: link.

2. Insert the mailto: Link in the HTML Editor

Switch to the HTML mode and add the following code:

<a href="mailto:((UserList.Email))?subject=Support%20Request&body=Hello%20((UserList.FirstName)),%20please%20provide%20more%20details">Email ((UserList.Email))</a>

 

Explanation:

●     mailto:((UserList.Email)) → Uses a dynamic email field to insert the recipient’s email.

●     subject=Support%20Request → Prefills the email subject (spaces must be replaced with %20).

●     body=Hello%20((UserList.FirstName)),%20please%20provide%20more%20details → Prefills the email body with a greeting.

3. Save Without Switching to Visual Mode

Once you add the mailto: link:

●     Do not switch back to Visual mode after inserting the HTML code.

●     Directly save the template from the HTML editor to prevent Acumatica from modifying or stripping the link.

4. Test the Email Notification

●     Send a test email using the notification template.

●     Ensure the email displays the mailto: link correctly.

●     Click the link to verify it opens your default email client with the correct recipient, subject, and body.

Troubleshooting Common Issues

●     Problem: mailto: link disappears when switching to Visual mode. Solution: Always save and edit in HTML mode only.

●     Problem: The link works in the template but doesn’t appear in the actual email. Solution: Check if your email client supports mailto: links (some web-based clients may not).

●     Problem: The dynamic field ((UserList.Email)) doesn’t populate correctly. Solution: Confirm the correct Acumatica field names in your database.

Conclusion

Adding mailto: links in Acumatica notification messages is possible but requires careful handling due to limitations in the Visual editor. By editing directly in HTML mode and saving without switching back to Visual mode, you can successfully include functional email links in your notifications.

This small customization can improve efficiency and enhance user experience, making email interactions seamless within Acumatica.

Have you tried this method in your Acumatica environment? Let us know your experience in the comments!