automate emails in CLM
2 answers
Hi Tanveer, I would use for that one of reporting solutions: RRDI - this is Cognos based and you can set up sending the report in e-mail. Anyway it requires some effort to install and maintain it. BIRT report - it is easier to create it but it has no function to automatically send report via e-mail. You need to write the tool to send the report via e-mail or export it to pdf to manually send it.
It would also be possible to develop a server extension - a scheduled task, that runs every so often, queries the new work items and uses the IMailerService to send an e-mail.
However, I can't understand why everyone is so obsessed with getting their e-mail inbox spammed with tons of these mails. I think a better solution would be to set up a query that find the work items recently created and put it into the dashboards and other views in the client.
However, I can't understand why everyone is so obsessed with getting their e-mail inbox spammed with tons of these mails. I think a better solution would be to set up a query that find the work items recently created and put it into the dashboards and other views in the client.
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