AnsweredAssumed Answered

Form letter vs email script

Question asked by jaythefirst on Jun 15, 2017
Latest reply on Jun 17, 2017 by jaythefirst

Hi, Im not asking for somebody to sort this for me, just point me in the right direction to find it in the help files.

 

I want to create a button next to a field AGENT_EMAIL (which contains the agents email address)

(I know how to create the button and set trigger)

 

That button will bring up a form or email that is part standard text and information from fields.  (I know how to do merge fields with name field etc.)

 

And several questions the user must answer.

(This is where I’m confused)

 

The email will tell the recipient

Hello

Id like to book you for a job……………

On date…………….

In country…………….

My mobile is………….

etc.

The user needs to fill the dots.

 

Should I be thinking of a form letter, or something that becomes a .pdf  or a script that interacts?

 

Whats the overall name for the task i want to perform?

Outcomes