Automatic Email to confirm a call has been logged
Step 1
Create an email template.
Settings > Email template > New
Enter a name and a description. Select the object the date is associated with eg Contact/Profile
Enter the Subject line and body of the email
You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down.
Step 2
Create the On-Save Alert for a Contact Activity.
Conditions: when the item (Contact activity) is created.
Action: Email the Contact, select the relevant Template.
Tip
Tip: If the alert is not firing check to make sure it is has been activated.
