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New Member
Posts: 4
Registered: ‎11-07-2013

Mail Merge and Notes/History

When doing a Mail Merge is there any way to put a note into Notes/History that an email was sent and it's subject without attaching the entire body of the email? 

 

I would simply like to capture that a 'Welcome' letter was sent but not the entire letter itself.

 

Any ideas?  Thanks!

 

 

 

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Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: Mail Merge and Notes/History

Our free empath-e utility will do this. Let me know and I can send you the Saleslogix bundle.

 

http://www.empath-e.com/Support/Enhancements/empath-e.PopulateHistory.pdf

 

Regards, Adam Travers
empath-e Services Limited