hcoleman

I have an existing lead field that contains the value for user Company Names, and with some company name ending in "Inc." we get an extra period at the end of the sentence where the token is placed.I want to set up a script token that can identify if the last character in the lead field string is a ...

I've been trying to figure out why my token containing velocity script is prompting an error message in my email when attemptimg to "Approve and Close". The script within the token is supposed to take the first Name token reference and Capitalize the name using the following script:#set($firstName =...

I have a set of Tokens containing CONTRACT NUMBERS and I'm trying to get the lead's Contract Number to simply display for one of them, but I keep getting a blank display in the email test. I tried setting a variable and assigning it the first Contract Number value. I then, wanted to check if the fie...

Hey, does anyone know if it is possible to have an already created email, containing an edited/adjusted "legal/subsidiary copy section" - adhere to what would be understood as a GLOBAL UPDATE to that exact "legal/subsidiary copy section" within the emails template, instead of the email section not t...