Hi there,
we need to send a campaign by mail. As this is an option in the campaign settings a new campaign for the mailing has been created.
Now there are three template options in the group serial letter. But none of them seems to work or shows a selection.
First question is therefore how to use these fields? Is EspoCRM able to create e.g. a PDF with the letters based on the selection and a template? If so, how?
The second question is, if the creation of the letter will be recorded as activity under each contact?
Thanks
we need to send a campaign by mail. As this is an option in the campaign settings a new campaign for the mailing has been created.
Now there are three template options in the group serial letter. But none of them seems to work or shows a selection.
First question is therefore how to use these fields? Is EspoCRM able to create e.g. a PDF with the letters based on the selection and a template? If so, how?
The second question is, if the creation of the letter will be recorded as activity under each contact?
Thanks
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