Okay,
Our nonprofit rowing program has a regatta where we are soliciting prospects for sponsorship.
Many people will be participating in the fundraiser. I have finally found out how, in a list of prospects to have the option to open a 'mail-merge' pdf of a proposal, invoice and thank you letter.
So for example, there is a list of names... clicking on "print invoice" prints it to a PDF.
How, can I make something where a user can put a check in a box and 'select' documents to email to the reciipient in the record?
For exaple, if I were the volunteer assigned to 'Coca Cola' I could pull up my list of prospects scroll until I see 'coca cola' and then select the check box next to "Thank you letter' and 'invoice' then, press an "EMAIL package" button where it would grab those two documents and send the email to the contact stored for that record.
Surely this can be done -- but how?
Thanks! A confused person.
