Topic
Send an email without creating any activity history.
Instructions
There is only one combination that will allow for no email activity to be created on a record. The combination configuration is as follows:
-
On the delivery option, you must select the following:
-
Internal email = checked
-
Auto Send = checked
-
The 'Additional to' section will be the location of the <<tag>> of the contact email you are sending to.
-
The email template must be a DocGen for Salesforce Email as body email template. For more information, refer to Nintex Help: Email Templates