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Sending Notes in an email using SalesLogix v7.5.1 Web

Last post 06-04-2009, 10:32 AM by Brianna Tinjum. 1 replies.
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  •  06-03-2009, 4:26 PM 1868

    Sending Notes in an email using SalesLogix v7.5.1 Web

    Is there a way in SalesLogix v7.5.1 Web to send Notes from the Notes tab in an email? In the LAN version you can highlight several notes at a time and click the email button and the contents of the note(s) are inserted into the body of an email.

  •  06-04-2009, 10:32 AM 1869 in reply to 1868

    Re: Sending Notes in an email using SalesLogix v7.5.1 Web

    Hi Tom,

    The web client does not have this functionality.  You will have to copy the notes from each note record and paste them into an email.  Probably not what you wanted to hear.

    -Brianna
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