'Other field' in Web form - copy details in email as well as IFS

Max Classic
1

Hi there,

We created a Web form which has ‘Other field’ called Customer Complaints. We have directed this field to Append to Person Notes on customer profiles.

As soon as the complaint form is submitted I will receive an email (sequence with an email attached ot the web form). How do I make sure that the email contains the Notes which will append to Person Notes?

So far the email notifies me that customer x has submitted a complaint form and that’s all, but ideally I need the email to actually show the notes from the complaint.

Thanks,

2

Hey, Rich. You may want to try just building an email that has the Person Notes field merged into the email that gets sent to you as part of the sequence.

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2 Likes
3

Thanks Martin, just did this. Hopefully the notes will show in the email.

Regards,