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Vineyardsoft Corporation   800.850.8055   info@vineyardsoft.com    www.vineyardsoft.com 

KnowledgeSync Education Bulletin:   Week 10
Leading the Way in Business Activity Monitoring


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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