AnsweredAssumed Answered

Email documents with merge fields

Question asked by ishulman on Dec 27, 2010
Latest reply on Dec 27, 2010 by philmodjunk

Title

Email documents with merge fields

Post

Hello.

I have a health practice and recently upgraded to FM11 from FM9. I would like to email clients a reminder of their first appointment with details (the date and time of the appointment, the name of the clinician they will see) and BCC a copy to the specific clinician. I can create exactly what I want within a layout, including the practice logo; however, when I use the 'send mail' script function it creates a bare-bones email that doesn't permit any of that.

How can I include the contents of a layout within an email or create an email that reflects all that client-specific information?

Thanks,

Ian

Outcomes