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Former Member
Jun 25, 2009 at 12:55 PM

Sending Interactive Forms from CRM to recipient

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Hi,

Small question. Was wondering if someone could explain me how IF are sent via mail to recipients. Our scenario involves CRM appointments from which an IF needs to be sent to the 'Employee Responsible' of the appointment. The IF contains the prefilled fields of the appointment which can be updated/modified in Offline mode.

Now, the question I have is how the email with the IF is triggered. I would believe this is done via an Action Profile upon saving the appointment? Or am I wrong.

Please advise.

Thank you,

Sebastiaan.