Use custom objects as part of the email functionality.
Objects in PerfectMind can be mapped as Email Objects, allowing you to use them and their information in the Email Communication application. from an object's records in your email messages and email templates. You can create merge messages, merging the information in PerfectMind into the message to personalize it, or automatically include the latest information in your message.
Permissions are required to work in the application Setup.
In order to use the information from an object in an email or email template it needs to be mapped as an Email Object. This let's you use the information from almost any object, rather than limiting you to basic contacts.
Object must have at least one email field on it OR
Object must be related to an object, or through other objects to an object that does have an email field.
In order to map an object it needs to meet one of two conditions. It can have an email field (or fields) on the object, or it can be related to an object that has an email field. For example, the Invoice object does not have any email fields, but it is related to the Transaction object (which also has no email fields) which is related to the Contact object, which does have an email field. For objects that are not contacts, such as invoices or transactions, the user is not going to be sending an email to an invoice, but they will be sending an email to the contact who has that invoice. For example, if a contact has a delinquent invoice, you can send an email to that contact from the invoice object. Or you could use a workflow to automatically send a templated email to the contact when their invoice goes delinquent.
See Email Object Setup
Email and SMS Object Setup
Email Templates
Email Overview
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