Creating an outlook template
I'm not sure where to start with this. We're trying to come up with an outlook template to do the following:
We have files/matters that are no longer being worked on. We receive a report indicating the date activity on the matter has stopped. This information needs to be sent to the "manager" of that particular matter for a final decision to close the matter(s).
So the manager/sent to person will change. And the listing of matters to be closed will change depending on the report we receive. The report will list the file number, the matter name, the manager of the account, and the date of last activity. We'd like a template that will pull in the information from the report, with a radio button next to each row (of file number, matter name, etc.) We'd like the recipient to be able to click the radio button of the matters to be closed and then return the email to the original sender.
Any ideas?
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