View Single Post
 
Old 06-06-2023, 11:46 AM
ShaggyB ShaggyB is offline Windows 11 Office 2021
Novice
 
Join Date: Jun 2023
Posts: 2
ShaggyB is on a distinguished road
Default Auto-populate subject line from fields in a third-party.

Hello. I'd like to auto-pop the subject line of an e-mail from the fields in my CRM. That way, when I trigger this function, an e-mail will populate based on what I have on my screen.

It would be even better if I could type in a order number, or some reference, and Outlook will just go grab the stuff on the shopping list, so to speak, but that may be a deeper integration.

Can it be done? If so, how?
Reply With Quote