User_RKSZR Newbie

Hi, Thanks @Micah Timbol-Oracle for this response. I don't think I'm using a custom form or mandatory fields. What's the best way for me to check please?

Ken, Hi. I'm a newbie to this too. I have been looking at the Celigo CloudExtend product too and I get your point and it is a problem. However, there is a function called Auto Pilot I think which enables the rep to basically attach a email thread rather than just a single email. So, if I have understood this correctly, the…