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Email documents with merge fields

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


Email documents with merge fields



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?