create a bank of standard content that can be customised
We have 50+ template letters. We have created a table called "Standard Replies" which contains the Name of the reply, keywords, date drafted, date approved etc.
Replies will be used as a Correspondence Item which is a child table to Cases.
When replying, I want people to be able to search for a relevant reply by title and then have QB pull through the content into an editable field.
The reply would then be sent by email or by letter (we may used the Exact Forms plus for this bit)
We currently have an automation to paste the "standard reply content" into a content field in the "Correspondence Item" but we have to select it, save and close, the hit edit - I just wonder if there is a better way to do this in terms of workflow.
are there any exchange apps or suggestions of solutions that will enable us to pick some content from another table (can be up to 700 words) which we then edit and maintain. Is the automation the best way to do this?
Owen
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Owen Morgan
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Replies will be used as a Correspondence Item which is a child table to Cases.
When replying, I want people to be able to search for a relevant reply by title and then have QB pull through the content into an editable field.
The reply would then be sent by email or by letter (we may used the Exact Forms plus for this bit)
We currently have an automation to paste the "standard reply content" into a content field in the "Correspondence Item" but we have to select it, save and close, the hit edit - I just wonder if there is a better way to do this in terms of workflow.
are there any exchange apps or suggestions of solutions that will enable us to pick some content from another table (can be up to 700 words) which we then edit and maintain. Is the automation the best way to do this?
Owen
------------------------------
Owen Morgan
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