• Calculating Call Due Dates

    I posted this in a different thread, but this is a new formula issue I'm having I need help on. ifElse( equal($keycontact_c,true), addDays($last_call_date_c, ifElse(equal(related($calls,"call_type_c"),"Account Management Call"), 30, ifElse(equal(related…
  • Field ("variables") in Process Email Templates'URLs (GUI editor)

    Hi all, Is there a way to add custom fields in URL on process email templates. I've tried to go on "Insert/edit Link" then set my link to http://abc.com/a?parma={::Cases::my_field::} , but this will be send as it is, without replacing the field name…