BBIS Sponsorship Send an Email - add more merge fields and ensure contents of email are stored in CRM as a note on the interaction

The BBIS Sponsorship Dashboard includes some great tools - including the ability for a sponsor to send an email to their child. It would be great if the text content of the email was stored directly in CRM as a Note on the Interaction created on the Sponsor record. It would also be useful to have the ID of the sponsorship or the child saved as a field on the interaction, so we could provide a report on that information. It would also be helpful if we could add additional merge fields to the email such as Opportunity name and Sponsor Name, as well as their ID.
  • Guest
  • Jun 29 2015
  • Will not implement
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