I read the Karbon guide on client tasks, but it doesn’t mention where it draws the client email from when setting up a task to auto-send say, 1 day after start date.
If it draws the email out of the contact relating to that work item, then this will be a problem, as the merge fields in the email will draw in the company or trust name the work item is under, and not the first name of the client.
Can anyone help with this please?