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
sorry, maybe I'm not understanding your data setup. Does each customer have many possible contacts and you need to choose which customer contact to send to, or does each customer record have a a couple of fields for the contact name and their emails