How do I add an email button for each record on a report to allow users to submit a question concerning that record?

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  • Updated 4 years ago
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I'm a fairly new user, and need help! We have a financial management application which shows actual dollars spent per category per project. When a manager has a question, we want them to be able to click a button to send an email to our procurement organization with a copy of the record. The "send to" needs to be pre-populated. They need a text area to enter their question, and the email needs to include a copy of the record. Any help is appreciated!

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Julie

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Posted 4 years ago

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QB_Support_Brian

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Hi Julie,



I think there are a few options to do this, but there are many steps involved so the best thing to do would be to go to Help > Manage Support Cases > + New Support Case so a customer care specialist can take a look at your specific app with you to help you set it up.



Thanks,

Brian