Preview correspondence generated from templates

•Brief Description: Client requesting ability to Preview Correspondence with Templates •Current Function: Currently, in order to view Correspondence that uses Templates, you must Generate the Correspondence (be it Letter or Email) to confirm that the merge fields in the Template are working as intended. •Desired Function: The client wants to include a feature that allows a Preview of the Correspondence so they do not need to Generate a Letter or Email to confirm the merge fields are working. •Reason for Function: The reason for this function would be to reduce time used in their workflow and avoid the possibility of having "dud" Activities appear as a result of Generating Correspondence when testing merge fields •Priority: Medium  
  • Guest
  • Aug 11 2015
  • Reviewed: Voting Open
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