04-09-2012 11:14 AM
We are in timeshare. Our clients tend to own several different properties in several different locations. One contact several properties. Currently we are entering the contact multiple times, so that we may capture the individual property data associated.
Reason for this is that I can then use my email templates that populate according to the property data that is in the properties tab I created in the contacts section. I would rather use the opportunites section to capture the property data, by classifying it as an opportunity, yet I can not email directlty from opportunities, therefore the templates are lost.
I tried the Durkin add/on which allows me to create and attach templates from opportunities, it does not create it within the email, attachment only, then I must type an email cover. The add/on lets me pull opportunity fields into email templates, but if I have more than one opportunity with same field names per opportunity, there is no way to diifferentiate.
Open to suggestions