Forum Discussion
QuickBaseCoachD
6 years agoQrew Captain
The script will simply walk down a specified report(s) and jiggle the record so as to fire off an Open email Notification. The report(s) can be any report you like with any filters.
Then filters can be set Globally if this would just be used by one user, or else basically for the same effort (say 10% extra effort) the filters can be set per user to allow concurrent configuring of the filters for the contacts.
So you would construct a Filter record where the use would choose like customer type / sales regions, last purchase date range - whatever makes sense and then the report would lookup those filters and then respect them in tits results.
There is also a cute Kirk Trachy trick to be able to copy and paste a Word Document into a Rich Text page (and there after live in that Rich Text Page for future edits) to generate the html code for a beautifully formatted email. So like HTML generation for dummies. It can also support company logos images in the email.
Then filters can be set Globally if this would just be used by one user, or else basically for the same effort (say 10% extra effort) the filters can be set per user to allow concurrent configuring of the filters for the contacts.
So you would construct a Filter record where the use would choose like customer type / sales regions, last purchase date range - whatever makes sense and then the report would lookup those filters and then respect them in tits results.
There is also a cute Kirk Trachy trick to be able to copy and paste a Word Document into a Rich Text page (and there after live in that Rich Text Page for future edits) to generate the html code for a beautifully formatted email. So like HTML generation for dummies. It can also support company logos images in the email.