1. Create a New Record from the Custom Record (Click the View Records link when viewing the custom record > Click the New button) > Enter Needed Information > Save.
2. Navigate to Mail Merge tab > Click the Email button.
3. In the Recipients tab, choose a Contact as the Recipient of the email.
4. Enter Subject and content in the Message tab.
5. Click on Merge & Send.
- The Email Message will be shown on both Custom Record and Contact Record.
Note: If a user wants the message to show in the Customer Record, choose the Customer (not the Contact Record) as the Recipient in the Mail Merge from the Custom Record.
Post a Comment