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Transfer data and open portal form via link on SN email

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tdosal

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Posts: 4

8/24/2011 5:35 PM

The current smart note I have is notifying users when GM10.2 templates are added for specific employees. Via either the "details" link on the line item or a custom link I would like to access the GM10.2 portal form with the company, employee, and effective date populated. Can anyone help me accomplish this? I am new to smart notes and would really appreciate any help someone can offer.

Thank you,
Tina Dosal