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

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.


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.



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