Having access to the activity notes as a pullable field for email templates, like in the workflow au

Max Jurock_8538
Max Jurock_8538 Member Posts: 13
10 Comments Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

My team uses the activity notes a lot for various things and it would be really nice if we could pull those notes into templated emaills - I know this is possible in the workflow automation section.

Any chance something like this is in pipe?

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  • Nancy Vamvakas
    Nancy Vamvakas Member Posts: 32
    10 Comments
    edited February 2022 #2

    I think one of the issues will be 'which notes?' attached to a deal. 

    We auto-populate deals on creation with notes from several sources on deal creation and then users add notes when working on deals. 

    For the automation populated notes, some sort of 'if exists/not exists' functionality would have to be built into the template manager to provide the selection functionality for note inclusion from a deal/person etc.

  • Max Jurock_8538
    Max Jurock_8538 Member Posts: 13
    10 Comments Second Anniversary Photogenic
    edited August 2021 #3
    Nancy Vamvakas said:

    I think one of the issues will be 'which notes?' attached to a deal. 

    We auto-populate deals on creation with notes from several sources on deal creation and then users add notes when working on deals. 

    For the automation populated notes, some sort of 'if exists/not exists' functionality would have to be built into the template manager to provide the selection functionality for note inclusion from a deal/person etc.

    I'm just talking about the notes left inside of an activity, as we can pull those notes already using the automation but not in the email templates.

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