Author Topic: activity token fields in email (Read 400 times)

mikem · January 22, 2015, 07:21:40 am

When i select to send an email to the individual related to an activity is there a way to include details from the activity in the email that i am sending?

Coleman Watts · January 22, 2015, 07:24:51 am

I think the answer is "no" unless you write your own custom tokens for this.
The problem with the idea of "activity tokens" is that you have to somehow answer the question "which activity?". Some contacts might have hundreds of activities so generating tokens for all of these would be challenging.

mikem · January 22, 2015, 07:42:03 am

It would be a nice "action" to add when searching for activities. Find all activities then select from actions drop down to "email activity details" to user associated with the activity. Right now i am using a checksum link to a webform to send out the details that i want to include in the email.

It could be similar to the "Print or Email Payment Receipt" action.

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Author Topic: activity token fields in email (Read 400 times)

mikem

activity token fields in email

Coleman Watts

Re: activity token fields in email

mikem

Re: activity token fields in email