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Requirement:
Capture the date and time every time a Mail Merge is triggered for a record and save it on custom fields on the record.
Possible Solution:
Create a custom ribbon button on the entity and call the mail merge functionality from this button. In addition trigger a javascript that captures the current date and time and save it to the custom fields on the record itself.
Question:
1. Has anyone ever done something like this before? If yes, could you please share your method/solution with me?
2. Is there a better way to handle this requirement?
3. How can I call the service to execute the mail merge from the custom button? What service in the SDK should I be calling?
Please let me know your suggestions. I will truly appreciate it.
Thank you.
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