Automate sending emails with tasks
My Project Management processes (App containing a Customer table, with related Projects with multiple tasks) require that I send my customers regular emails based on "tasks / mileposts" completed. E...
Forum Discussion
There are two directions here and I'm not sure which one you want to go.
1. You can set up a selection of "Open" type email Notifications which would be triggered automatically based on tasks record being changed and certain conditions being true. The email Notification can be set up to come from the [Last Modified by] so that the customer can "reply" if they have questions. The advantage of that method is that it takes no exyrta work as you need to update QuickBase anyways.
2. You can configure URL to generate what is called a MAILTO command, which will call up your local email client such as as Outlook or Gmail and prepopulate the TO, CC, BCC, SUBJECT and BODY. You would need to click a button(s) to call up that templated email which you would hand tailor and then send.
1. You can set up a selection of "Open" type email Notifications which would be triggered automatically based on tasks record being changed and certain conditions being true. The email Notification can be set up to come from the [Last Modified by] so that the customer can "reply" if they have questions. The advantage of that method is that it takes no exyrta work as you need to update QuickBase anyways.
2. You can configure URL to generate what is called a MAILTO command, which will call up your local email client such as as Outlook or Gmail and prepopulate the TO, CC, BCC, SUBJECT and BODY. You would need to click a button(s) to call up that templated email which you would hand tailor and then send.