Sage KnowledgeSync - Tips for Sage CRM
SalesLogix
Sending HTML Alerts - Without Creating
HTML
Welcome to week #10 of the
KnowledgeSync Educational Bulletin for Business Partners
and clients who are using Sage KnowledgeSync with the
SalesLogix CRM application.
This week's question:
One of our clients wants to use KnowledgeSync to email
out form letters, invoices, special offers, and other
such documents in HTML format but they don't know HTML
syntax. I know that Crystal Reports can be output in
HTML format, but the reports appear as attachments and
our client wants the information to appear in the body
of the email message. Do you have any suggestions for
them/us?
Answer:
We do. Create the form letter, invoice, special offer,
or whatever document you wish to send using Crystal
Reports. Then, create a KnowledgeSync event, go into the
"Reports" tab of the event, and choose the form,
document or report that you wish to send.
Choose an output "Style" for the report of HTML.
(This next step is critical.)
Go to the "Email" tab of the event, specify a subject
for the email but leave the email body text blank. An
absence of text in the email body, when combined with a
Crystal Report that is output in HTML, tells
KnowledgeSync to take the HTML output from the report
and embed that content right within the body of the
email message itself.
Note that this function is available only if the email
sending account that this event is using is configured
to send via any Internet-based email system.
If you have any questions about delivering HTML content
within an email using a Crystal report, or any other
KnowledgeSync functionality, please contact Don Farber
at farber@vineyardsoft.com.
Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com
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