Tag: email

Customise a saved search which automatically sends email alert to sales reps when new sales order are entered

–Go to list>search>saved search>new>transaction -Under criteria tab> standard subtab type= sales order main line= True Date is within today -Under Results tab>column subtab number, name ,amount,sales rep fields are added -Under Email tab mark send email alert when records are created/updated -Go to specific recipients tab add an employee name –Receipts from results tab add… Continue reading Customise a saved search which automatically sends email alert to sales reps when new sales order are entered

Script For Sending Payment Reminder Emails (Map/Reduce)

The requirement is to send a payment reminder email if the customer is not done payment after 1 hour of sales order creation from the website. We need to consider the following conditions for sending the payment reminder email: Condition For sending Email:  The following conditions need to be true.  The payment confirmation checkbox(a custom… Continue reading Script For Sending Payment Reminder Emails (Map/Reduce)

How to restrict Public email service

To restrict it to company mail IDs only. In other words, no free email service provider’s mail id would work for registration. A condition can be used: if(/(aol|gmail|yahoo|hotmail|outlook|icloud|zoho|titan|protonmail|gmx|yandex|tutanota).com$/.test(mail1)) {jQuery(‘#validmail_’+type).html(” Please enter your Business email”);return false;} The restricted email service provider names:  aol  gmail  yahoo  hotmail  outlook  icloud  zoho  titan  protonmail  gmx  yandex  tutanota 

Styling may not be Compactable with Windows Mail app in Outlook

It is possible that the styles we are using may not be compatible with the Windows Mail app in Outlook. In order to make the style applicable for desktop app as well, we may need to modify the code by using inline styles rather than relying on external stylesheets. Outlook is known to have limited… Continue reading Styling may not be Compactable with Windows Mail app in Outlook

Proposal for sending automatic emails and restrict the entering of ship date on sales order.

Proposal Summary   This proposal summarizes the functionality for sending emails when a customer deposit is attached to the sales order and prevents the user to enter the ship date on a prepaid sales order if the customer deposit is not applied.  Requirement   1) Corp Design want to prevent the user to entering the ship date… Continue reading Proposal for sending automatic emails and restrict the entering of ship date on sales order.

Email send details and limitations

Sends email to an individual or group of recipients and receives bounceback notifications. A maximum of 10 recipients (recipient + cc + bcc) is allowed. For multiple recipients, use an array of internal IDs or email addresses. You can use an array that contains a combination of internal IDs and email addresses. The total message… Continue reading Email send details and limitations

Email attachment types in transactions

Issue – when sending emails from transactions, the attachment sending as HTML doc rather than a PDF Solution: The email preference in the customer record may have been set ‘Default’ value. And in Set preferences(under the Home tab), the Transaction Email attachment format may be set as HTML (Under the transactions tab). Then when sending… Continue reading Email attachment types in transactions