Adding "Opportunity Name" as a smart tag in email templates
complete
B
Bailey Stone
complete
W
Wes Harden
Bailey Stone Documentation for smart tags??
Kimberly Craven
planned
Thank you all for these suggestions! I will be sure to include these fields as part of our next data tag update!
M
Mosey Levy
Kimberly Craven: Thank you! Ideally we would want it looknig like this:
BAV has shared a proposal - 49 Parker - v2
49 Parker = project name
v2 = quote revision number.
Thanks!
M
Mosey Levy
Kimberly Craven: hey! did any of this make it in to the latest update?
Kimberly Craven
Mosey Levy: unfortunately it did not. Our team does have this in the pipeline though and it will be in one of the next two releases.
M
Mosey Levy
Kimberly Craven: ok very much looking forward to it! give em a little push for me :) lol ty!
M
Mosey Levy
Kimberly Craven: hey, any progress on this? Thanks!
Kimberly Craven
Mosey Levy: Yes! This will be included in next week's release. Thank you for your patience as our development has been spending most of their time on our new service management features!
M
Mosey Levy
Kimberly Craven: woo! thanks. Really looking forward to service so thats good too. Do you know what day this months release is coming out?
Kimberly Craven
Mosey Levy: Yes, it is next Tuesday, the 21st
T
Tamas Gabor
Absolutely! This is a significant improvement that would take less than an hour to implement.
M
Mosey Levy
yesssss please!
and version number.
This is how i would do it.
@Company name has shared a proposal - @oppurtunity name @version numbe
I'd also like to have @sener name so i can ensure the signature is from whoever is sending the email.