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TOPIC: Event to update some data

Event to update some data #1328

  • be05x5
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Hi All,

I was wondering if event manager can select data perform action and then mark the data selected as done?
Example: Mark a quote with an email flag. Em picks up the email flag sends the email and then updates the flag to sent.

Thanks,

Goran
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Event to update some data #1330

  • Dkloepfer
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Yes, this would be a perfect application for Event Manager and we have done this for other customers.

Your issue is to make sure that you have an e-mail address for the receipient (either place that address in the quote itself or store it in the Cicmpy table (and have it labeled for that Account as for sending Quotes). You may want to use the Cicntp table and do other links if you need to send it to a number of indivuals within an organization (this time to this individual, next quote to someone else). It all depends on where the correct e-mail address is stored.

You will probably need to create a custom Crystal Report form to look like your Quote (that is if you wish the quote to be an attachment to the e-mail. Some customers have asked us to create a very plain text quote that is not an attachment, so that they are not stopped by e-mail security.

I have included a link to an Event Manager document that shows other Hidden Functions in Event Manager that we created for other resellers last year. Visit http://www.synergyexpert.com/site/Downloads/EventManager/tabid/73/Default.aspx to download this free document. It has many ideas for using Event Manager functionalities.
Dave Kloepfer
http://www.synergyexpert.com
dkloepfer@synergyexpert.com
[url=http://www.synergyexpert.com:2v9xq3t1]Tips, Tools & Manuals[/url]
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