Unsubscribe   Open in Browser  

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

KnowledgeSync Education Bulletin:   Week 9
Leading the Way in Business Activity Monitoring


Sage KnowledgeSync - Tips for Sage CRM SalesLogix
Attaching Dynamic Files to an Alert Message


Welcome to week #9 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using Sage KnowledgeSync with the SalesLogix CRM application.

This week's question:

We have a client who uses KnowledgeSync to send out information to their customers, and each email is accompanied by a unique attachment. Each attachment is referenced by a dynamic file path that is specified within each customer record.  Is it possible to tell KnowledgeSync to pick up and deliver each of these unique files to the corresponding customers?

Answer:

Yes - and this is definitely one of KnowledgeSync's lesser-known functions. When choosing columns for a query, you can choose a column that stores the name and location of one or more files that you wish KnowledgeSync to deliver to one or more recipients. (Multiple files must be separated with commas.)

The file specifications stored in this column must either use the actual server, disk, and directory specification, or they must use the UNC path name that points to the file location. (The specifications must not refer to mapped drives.)

When you add a column (containing one or more file specs) to a query, the "Customized Name" of that column must be "attachment_files" (case sensitive). The actual column name may be anything.

When you use this query in an event, KnowledgeSync can deliver the corresponding files to the recipients via e-mail, web browser, or FTP. The files may also be referenced within any of the "actions" that the event executes

If you have any questions about delivering dynamic file, 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
 


Video     Data Sheet     Podcasts     PowerPoint Overview     Supported Applications    

Become a Business Partner     Newsletter Archive