Client is using CRM to process rebate claims. The claims records are related to the contact and parent account. All claims processing is handled by a series of dialogs which will update the status (on hold, approved, etc.). This status change will trigger an update email to the contact who submitted the claim.
I'm having a challenge trying to figure out how to paste claim info into the email created by the workflow. Example - if the claim is rejected, they want to include information about why the claim was rejected.
Appreciate a point in the right direction. Thanks!
Rick