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Former Member
Jan 14, 2009 at 04:23 AM

Can email text be included in an Action sending a Smartform but not in the


We can generate a Smartform and mail it using CRM actions but the user receiving the email gets the Smartform as a PDF attachment, Sales would like to have some text with urls included in the text of the email with the PDF as the attachment not having the text in the actual Smartform.


Email Title > Requested Qoute 12345

Here is your requested quote, for sales or technical information visit

Your account information is viewable at

"PDF attachment"