How to pull Client Email address into a Task?
Activities are the least customisable of all the Modules within CRM. Why?
I need to pull the Contact Email field contents from a Contact Record into a Task when I create it. I want to use Actions or Workflows to send an email template to the Contact associated with a Task when I mark it, change its Status to, "Complete"
As in Dear Client, We have shipped your widget, etc., etc., etc.
Any ideas how this might be done, I am prepared to create a Custom Module that looks and acts like a Task in order to maske this happen.
Thanks, I am not familiar with Deluge, and based on the Tutorial quality am unlikely to be so.
Jasper Lawrence
Autoimmune Therapies