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Select and send standard infos to customers
#4
(Oct 14th, 2012, 5:22 PM)flip3 Wrote: Hello,

I have two more things regarding the email templates:

1.) I would like to use personalized signatures with name, title, phone, skype and email of the user who sends the email. Is there a chance to use placeholders from the client section to do this and even from additional fields when you use the client field extension? I already read this post but it's one year old (maybe something changed or you have a tip how to solve it; it would be also ok to select from a dropdown the client's name and then the placeholders shall be filled):
http://forums.formtools.org/archive/inde...-1439.html

2.) I would like to set an owner for each submission. Is it possible to have a field in the form which allows you to select a client to assign a submission to a particular client? It should just be a reference and wouldn't implicate any access rights, etc.

Thanks once again,

Philip

Philip,

1) At the time there is no way to create a signature that is associated with a specific client.

2) You should be able to do this with setting up a default ID and mapping a client ID to a view. See this post for more details: http://forums.formtools.org/showthread.php?tid=2248
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Messages In This Thread
Select and send standard infos to customers - by flip3 - Oct 14th, 2012, 11:38 AM
RE: Select and send standard infos to customers - by Joe - Nov 20th, 2012, 3:54 PM

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