SmartDocs in Emails
Tom CHARBIT
Ability to use Smartdocs Fields in Emails, as any other field.
For instance: I use a Smartdocs field in a record (=client) to create a checklist (=things client has to send me). For now, I can't 'call' this field in an email to my client.
Copy/paste isn't an option: checklist is changed to bullet points so the checklist state (check/unchecked items) is lost.
I get this function is a little tricky (considering the poor format options available in emails) but if you could find a way to do so it would be a huge improvement. Smartdocs are one the incredible features of Smartsuite. Using them in Emails would be the next logic step forward.
W
We Have A Tender
Yes, we actually need the Smartdoc field available in the Email communication center.
A
Avi Hercenberg
Tom CHARBIT do you mean using SmartDoc when sending an email from the communication center in the comments section of the record?
Sharon Nolan
Avi Hercenberg: I believe they mean being able to add it as a field option to add the data within the email sent out itself as you can see in the screenshot example of the "Event Topic" field that is circled.
I also would like the ability to be able to attach the Smart Doc field as a PDF, docx, etc attachment of the email that is sent out.
Tom CHARBIT
Avi Hercenberg: yes indeed. If you have a SmartDoc field, you can't add it ("call it") when you write an email in the communication center (comments section), although it works fine when sending an email via a Gmail automation.