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Help with Reminder Email for Tasks and Phone Calls needed

edited Nov 22, 2019 10:33AM in CRM

Hello all,

I will every so often schedule a task or phone call with a reminder email to be sent to me at a specific time and day.  The email I get only includes the content of the Subject Line from the call/task.  I usually have to go back into the Activities screen to track down the company or contact it applies to.  Is there any way to list that contact and company on that email?

I tried using the <NLCOMPANYNAME> field in the subject line but it does't pull the info.  Right now I have to manually enter the company name in the title line and that really is an extra step that slows me down.

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