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Relationship Mgt: Interaction Template Attachment
infonote
Member Posts: 233
Hi,
What is the best way to add an attachment e.g. Excel/PDF report to an attachment template?
When the user sends an e-mail or hardcopy, a report will generate an Excel/PDF file and it needs to be attached to the e-mail or printed using Hard Copy.
Thanks in advance.
What is the best way to add an attachment e.g. Excel/PDF report to an attachment template?
When the user sends an e-mail or hardcopy, a report will generate an Excel/PDF file and it needs to be attached to the e-mail or printed using Hard Copy.
Thanks in advance.
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