I'm trying to send an email using the email button in the activity pane and I would like to attach documents related to that entity.
For example, I'm in an Opportunity record, I click the email icon in activities, select an email template then click attach, insert document. That select pane shows all documents in the system, but I want it to only show documents related to that Opportunity.
I know the relationship is many to many between documents and opportunities so that might be making things more difficult.
Any help to accomplish this would be much appreciated.
For example, I'm in an Opportunity record, I click the email icon in activities, select an email template then click attach, insert document. That select pane shows all documents in the system, but I want it to only show documents related to that Opportunity.
I know the relationship is many to many between documents and opportunities so that might be making things more difficult.
Any help to accomplish this would be much appreciated.