Is there any way to send an email to a specific contact referencing a specific C&P Transaction using an email template from C&P Designer? This would be like sending an email from the Contact record's Activity related list.
In our specific case, we entered a check from a contact using Virtual Terminal but need an autoresponder sent to a different contact than the primary on the opportunity. It could be argued that we selected the wrong primary contact and should select someone else so that person automatically receives the letter. However, we would still like to know if it's possible to send a C&P email as described without having to create the same template in Salesforce land.
In our specific case, we entered a check from a contact using Virtual Terminal but need an autoresponder sent to a different contact than the primary on the opportunity. It could be argued that we selected the wrong primary contact and should select someone else so that person automatically receives the letter. However, we would still like to know if it's possible to send a C&P email as described without having to create the same template in Salesforce land.
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