I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard).
The requirement:
The requirement was to be able to use data from the project table in groups used for outbound emails…
Hi all!
It is becoming very dificult to create / edit and maintain email templates, when working for example with tables.
What method should I use to create / edit the email templates?
Usually I make everything in Microsoft Word (with the correct…
I want to store sales collateral - e.g. a brochure in PDF format which I send to various prospects (companies) in CRM. I want to email these as attachments to emails which are pretty much form letters with a touch of custom verbiage thrown in. How do…
