I would like to send an email out to accounts/contact that makes and confirms ( where required) an appointment. This email I would like to based on a template for the specific message and to record day, date, time of the appointment  and details for the visit, and possible other information such as contact person (account owner ?) for call back.

 

It seems that the most efficient way of doing this would be to create a task ( for me to do) which provides visibility for me in the CRM and at the same time sends a email out with fields that pull through the respective date times etc. in an automatic way.

 

I have tried to see how this can be done and it seems that I can send an email but I have to manually put the email address in and the appointment details meaning it it not worth the effort.

 

Please advsie how this can be done in a way that is intuitive and efficiet.

 

Thanks