CRM Library Enhancement: Add 'All' Documents to Conf Email
A customer would like us to include functionality into the CRM Library to add "all" documents associated with products/product groups to the confirmation email - something they feel would revolutionise their service.
I think this would be really helpful - especially if you could select "all" assocaited documents from specific folders within the library eg - all associated pdfs from the folder labelled "MSDS" or "How to use" or "technical data sheets" but not "product brochures" as the customer will have already purchased the product at this point, so needs more detailed info, rather than a sales pitch.
This is pretty much available now!
I think this would be really helpful - especially if you could select "all" assocaited documents from specific folders within the library eg - all associated pdfs from the folder labelled "MSDS" or "How to use" or "technical data sheets" but not "product brochures" as the customer will have already purchased the product at this point, so needs more detailed info, rather than a sales pitch.