Hey guys!
I have a problem, and no idea how to solve it, so if anyone could help...
I need to make Word template from Service activity, and then send all templates that were made on that particular day to one email address. But all those documents must be attached to the same email !
I started something and don't know how to continue.... I made views that filter service activities based on a date modified. And then I can select all service activities from view and run a workflow that creates word templates for all selected activities. And after that, those templates are attached as notes on accounts. But then I don't know how to send all those attached notes to one email. If anyone has simpler solution and better idea, please help me.