Making it easier to log reports emailed to the customer
The Customer Communications Log facility introduced in 1.9 automatically logs emails generated from the Customer and Patient workspaces.
However, if one generates a report from Reporting|Reports and emails it to the customer, then this is not added to the Communications log. The only way to achieve this is to preview the report, then download it, then go to the Customer workspace, click the customer's email address in the left panel to bring up the Email Write screen and then use the 'Attach File' button to attach the downloaded previewed report.
It would be easier if the Email write screen had a 'Customer Comms Log' or 'Log This' checkbox on it, and if checked, the email (and any attachments) were added to the currently selected customer's comms log.
When the email write screen is displayed in the Customers or Patients workspace, this box would be set to checked. In other workspaces, it would not be checked. If the user checks it, then an error will be raised if there is no currently selected customer.
Comments please [I would like to make this a project]
Regards, Tim G
Re: Making it easier to log reports emailed to the customer
Its actually only a one line change to support this.
If the communication log, it will display:
You have to select the customer from the To dropdown of the mail Write window.
Re: Making it easier to log reports emailed to the customer
Tim - do I read into your reply that:
a) this change will fix the problem for all emailed output (ie on Reporting|Debtors if you use print to print a single statement, and then used email on the print screen)
b) will put the log entry in the customer specified in the To address
Q1: what happens if more than one customer in the To addresses
NOTE: if the answer to a) is 'only in Reporting|Reports' and that to Q1: is 'logs only to the first customer' then we still have a v.useful feature and it addessses my immediate problem. What's the $$$ - I will pay now.
Regards, Tim G
Re: Making it easier to log reports emailed to the customer
No. Reporting - Debtors is a separate issue. This functionality needs to be enabled per workspace.
For Reporting - Reports, it won't do what you want if you enter any address into the To address - it will be logged against the current customer. So the change is somewhat limited, and will likely result in logging unwanted communications against the wrong customer.
Re: Making it easier to log reports emailed to the customer
Humm:
a) works only in Reporting|Report - no problem
b) logs to current customer - no problem (because the entended statement being generated is that for the current customer)
c) if anying that is emailed from Reporting|Reports gets logged to the current customer, irrespective of the TO addressees, then there is a problem.
Regards, Tim G
Re: Making it easier to log reports emailed to the customer
OK. Some development work is required is to support this. When mailing, the To/CC/Bcc customer information is not accessible for logging purposes; it simply uses the current customer.
This would need to change for Reporting - Reports and Reporting - Debtors so that when you enter a customer in the address fields, both the customer and their email address is stored.
You would need to enter customer name, rather than an email address for this to work. If you enter an email address, no logging would occur.
It would mean that you could enter multiple customers in the address fields, and logging would occur for each.
Re: Making it easier to log reports emailed to the customer
Humm - it is starting to sound complicated.
Would it be easier to go back to my original suggestion of having a 'Log this' checkbox on the email write screen, and if checked AND if there is a current customer, then it gets logged.
Regards, Tim G