From the calendar it would be nice to send communciation to the contacst either via email or letter using a template we have created using some of the fields used in the calendar activity ie date time location and regarding. The current invitation email requires modification one contact at a time. surely we could modify the template to send to multiple contacts.
when I mentioned this previously i was told to export to Outlook and do it there....surely, we are close enought to be able to do this in ACT.
In my case I would like to send letters to clients in advance of their upcoming appt with me not only to confirm the appt but to remind them of where , when and what to bring, along with a pleasant note from me.
Is there anyone else out there who thinks being able to filter/lookup should easily marry up with a template?
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