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Presently, you can only easily email marketing lists using Send Direct Email feature using Advance find on Account/Related/Marketing Lists. This is nice, but cannot send attachment with it! The only ways to do this now are:

1) Open a new email and add each individual member to it using the lookup window
2) Use a manual workflow
3) Create campaign, then a further campaign activity - but what if your email is not intended to create a direct response?

Solutions to this are:
1) Allow email templates to have an attachment
2) Allow users to click multiple records (such as on the accounts list) or a single record (such as the marketing list itself) and send a standard email to all selected records instead of just a "Direct Email", which uses email templates. Allowing users to select multiple records and attach a related record (conact, activity, etc) as previously suggested would also be a solution to this problem.

Category: General
STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

T

Thank you for your suggestion. We will definitely consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.

Category: General