Our FT package for Salesforce has become quite popular, and as anticipated loads of requests are flowing in and plans for improvements are always on the table. :-)
So in this version, we've done the following:
- Gave the layout a facelift: We’ve gathered all of the actions you can use on a single template - under one dropdown,
And left 3 buttons out for Bulk actions.
We’ve also added quick links for View/Download next to the Actions dropdown for those who are lazy (:-)).
Watch the video:
- Added an option to Attach the generated document to the email sent from the "Send via email" option.
- Added a new action for a single template: Attach to record as Attachment or File.
Watch the video:
Enjoy!