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DevWannabeDevWannabe 

Create attachment on contact and send in email

I need to be able to create a pdf attachment on a contact record that will merge fields from that contact record and then attach it to an email to send to that contact and record that email in the activity history on that contact.  Ideally this would be done by pressing a button on the contact record.

 

Any suggestions????

carlocarlo

How much of this can you do?

 

Send an Email?

Attach it as an Activity?

Generate a pdf with merge fields?

Create an Attachment / save something as an Attachment?

DevWannabeDevWannabe

See this topic for what I have done already.  Was trying to get a fresh perspective without preconceived coding issues...