angelandgreg
Technical User
I've read quite a few and of course none that will help me
I used and it works the way it's designed.
I don't know enough to incorporate it with what I have.
Is there a way to incorporate this with the SendObject?
None of the options in the default list will work. The best is the SnapShot viewer (images on the report) BUT the recipient may not have the ability to view it and will be forced to download it etc when everyone has Adobe Reader and not SnapShot Viewer ... (this is a customer so they don't want to have to make it more work for the customer).
So everything works except:
1. need the format to be in the .pdf
2. email the specific report generated (for a specific quote in a form. there's a button to Preview the report with the quote data) from a button on the tool bar AFTER previewing it first. So when they "approve" how it looks in preview, they can then click to email the report (quote) to the customer but do this part by using the email address in the Customer's table by linking the QuoteID to the CustomerID.
Hope that made sense?
and can someone help me accomplish this?
I used and it works the way it's designed.
I don't know enough to incorporate it with what I have.
Is there a way to incorporate this with the SendObject?
None of the options in the default list will work. The best is the SnapShot viewer (images on the report) BUT the recipient may not have the ability to view it and will be forced to download it etc when everyone has Adobe Reader and not SnapShot Viewer ... (this is a customer so they don't want to have to make it more work for the customer).
So everything works except:
1. need the format to be in the .pdf
2. email the specific report generated (for a specific quote in a form. there's a button to Preview the report with the quote data) from a button on the tool bar AFTER previewing it first. So when they "approve" how it looks in preview, they can then click to email the report (quote) to the customer but do this part by using the email address in the Customer's table by linking the QuoteID to the CustomerID.
Hope that made sense?
and can someone help me accomplish this?