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EOTI Email Help

  • September 20, 2024
  • 0 replies
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I have an email that I am sending out to customers that is from the Verifications table.  I am pulling the info to verify from the Quotes table and all of that is fine.  I also need to pull several fields from the Guests table, which is a child of the Quotes table (I have a summary table in Quotes of the Guests that are included on that particular quote).  I cannot get the Guests pulled over into the verification email (which originates from Quotes).  #1 When I try to actually pull the summary table from Quotes, it shows up as No Permissions when the email comes through (due to being EOTI).  #2  I, for the life of me, cannot recall how to pull the individual fields over instead of using the table?  Maybe that will allow me to include them in the email?  I have attached pics.  I am using 2 pipelines and a notification.  Also, how do I clear out the responses on the verification after each entry (i.e.  if I  had to send it twice I do not want the selections from the 1st time to be included on the second verification)?  I appreciate any help that you can give me!

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