You can send Global Documents and also attach local files with the email editor, but need to be able to attach a document from the Documents tab in an email. Currently you have to download the file to your local pc, then attach it to the email.

by: Stacy D. | over a year ago | Customer Mgment (CRM)

Comments

• Also send an attachement from a Workflow task

  by: Stéphane S. | over a year ago

• Sending attachments with statements and invoices (AR and OE) would be a boon.

  by: William W. | over a year ago