L
LitAgent
I would like to add an email field to the Task form so that it pulls the
email address for the contact listed in the Contacts field, just as it pulls
the Company for a contact listed in the Contacts field. The goal is to be
able to mail merge the data from the Task to a Word document and send emails
out that say:
To: <email address>
Just wanted to follow up on <Subject from Task> that I sent to you on <Start
Date from Task>.
Any news?
Thanks.
However, when I tried t edit the Task form, it said I could not add an email
field. Anyone know how to effect what I'm trying to do?
Thank you.
email address for the contact listed in the Contacts field, just as it pulls
the Company for a contact listed in the Contacts field. The goal is to be
able to mail merge the data from the Task to a Word document and send emails
out that say:
To: <email address>
Just wanted to follow up on <Subject from Task> that I sent to you on <Start
Date from Task>.
Any news?
Thanks.
However, when I tried t edit the Task form, it said I could not add an email
field. Anyone know how to effect what I'm trying to do?
Thank you.