We are sending reports to different parties in our crm and currently we are limited to use only template manager existing templates to send the report which is limited because every report sent to is unique. e.g if we have reports for our clients / partners / leads etc so we have different report templates for each entity etc...
Allow sending reports to existing contacts would really help, instead to creating a portal (inactive user) just for the purpose to be able to send them reports automatically, it would be nice to be able to send reports to selected contacts.
I thought would share this to see if it is something you would consider.
Thanks
Allow sending reports to existing contacts would really help, instead to creating a portal (inactive user) just for the purpose to be able to send them reports automatically, it would be nice to be able to send reports to selected contacts.
I thought would share this to see if it is something you would consider.
Thanks
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