Thursday, July 17, 2008

Lookup fields available when creating emails

ADAPTcrm supports the use of account, contact, opportunity, service ticket and service contract data fields (including all user-defined fields) when creating an email.

In the subject and/or the message entry fields, type CTRL-F to choose from many available database fields to include in your email.

This features allows dynamic email templates to be created and filled in with the proper data at the time of sending the email.

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