I want the Date of Birthday to be in that Notify and the Name, so u dont have to use the Link to find this records. How can i do that?

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Our Notify sends out an EMail to our employees 2 Days before someones Birthday. But u have to use the Link in this EMail to find out which Birthday it is. I want to have this record and also the name of the person directly in this EMail, so u dont have to use the link to get this information. What i have to write into the Message Field to make that work?

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Posted 3 years ago

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Matthew Neil

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You can edit the notification settings and add any custom field from the record its self.  

Set the message, to "Custom Message"

Then select which field you you would like to insert into the message.  

Let me know if you have any other questions.