I currently have a report generating and automatically emailing once/week.
However, I'd like to change the subject line of the email from the report name to: "ATTENTION/ACTION REQ'D by Friday <insert month and day>: ADP Projects with Overdue Start Dates/Stage Change requiring immediate update"
I'd also like to include the following text in the body of the email:
"The opportunities detailed in the following report have past start dates based on the Stage selected. Please review your respective deal(s) and update Salesforce as needed no later than Friday, <Month, Day>."
Is it possible to insert text into an automatically emailed report? If so, is it possible to make this text dynamic...i.e. the month and and day of the next Friday?
Thank you!
답변 1개
No, you'd need to create an email template and add a Link to the report in the Email Template.
