How to record email as an activity?
How would I send an email to a contact and then have it automatically record as an ACTIVITY in a table?
Forum Discussion
Do you mean by triggering an email Notification? Is that what you mean by send an email?
I want to send a contact record an email from me. Lets say the contact is a customer and I want to send them a sales proposal.
I want to go to their record.
Click email them.
And have quickbase send them my sales proposal.
then go to quickbase and see that the activity has been marked as SENT EMAIL.
Is there a way to do this?
thanks
I want to go to their record.
Click email them.
And have quickbase send them my sales proposal.
then go to quickbase and see that the activity has been marked as SENT EMAIL.
Is there a way to do this?
thanks