Answered

Send Project Information to a Contact?

I want to be able to send a contact the information about their project for them to confirm - but I am unable to create an email template that sends project information to a contact. 

Is there something I am missing? 

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  • Hi Sunny,

    if I understand your question correctly... - Go to Emails and then Email Templates and either use an existing template or create one of your own. The create new email button is in the top right hand cornour: Hope that helps.

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  • Hi Sunny,

    If you add a custom contact relationship lookup field to the project object, then you can setup workflow automation to send that contact an email with data from the project automatically.

    If you're looking to send an email template from the "Action" menu in the project record, then that feature is not available.

    Let me know if you have any questions.

    Thank you,

    Micah Feldkamp

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  • Thanks for the replies Micah and Melissa. 

    I was hoping to send a Contact an email template that drew data from the project using the Actions menu - clearly not possible... but why? 

     

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  • Sunny,

    You can also put a text field in the project record and use that field to write your personalized message. Then just add a checkbox field to use as a trigger button to send the email from the project record. 

    It's not a perfect solution but works well for some of my clients :)

    Thank you,

    Micah Feldkamp

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