12-02-2010 10:46 AM
I am trying to figure out how to attach a pdf, excel, or word document to an email template so that when I click on the template it will merge the appropriate info from act into the email body and attach the specified document to the email.
Is this possible using Act Pro 2011 and Windows 2007?
12-02-2010 10:55 AM
It is not possible to build the attachment into the template so that it is attached every time the template is used. You must attached the document every time you use the template.
Northwoods Mail merge has this feature. http://www.crmaddons.com/p-26-mail-merge.aspx