Right now we've succeeded in building a custom button that let's us click any number of clients in our "clients" module, and once we click the "Send Email" button we created, all those people we selected will receive an email.
The problem though is that right now, the contents of the email have to be hardcoded into the message. E.g. the deluge function itself has to have a variable called:
- email_msg = "Hello abc, we are emailing to let you know that...." ;
We're wondering if we can change the above to something like the following, using some pseudo code to illustrate my point:
- email_msg = zoho.crm.getUserInput()
So that way, once multiple records are selected and the "Send Email" button is clicked, a window first appears asking the user to enter the email message they want to send!
It's not clear to me what Zoho CRM features will allow me to achieve this. Ideally, I would also want this custom message pop-up window to also allow me to add merge fields (so we can personalize the emails to include client names and such).
Thanks!!