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Opportunity Interaction needs interaction template with attachment

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Posted on by Samantha73

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Hi All

I'm entering interactions for opportunities and somehow I need to allocate a template with a PREDEFINED attachment, or I get the below error

What is the logic behind this setting as we don't want a predefined attachment, ideally if required we would like to attach a doc to the interaction itself not the template.

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Marco Mels Microsoft Employee on at

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Hello,

If you select correspondence type = hard copy or Email or Fax, you need to select an interaction that has an attachment associated with it. This will be used for the body of the hard copy / email or fax. If you leave the correspondence type to blank, you will not need to select an interaction type with an attachment.

Thanks.

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