04-17-2014 12:15 PM
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!
04-23-2014 06:38 AM
Our free empath-e utility will do this. Let me know and I can send you the Saleslogix bundle.