Plugin to simulate the Email button in sales orders  Topic is solved

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Plugin to simulate the Email button in sales orders

Postby DannyC » Fri Jul 31, 2015 4:25 pm

Hi,

I'm trying to write some plugins to email the customer.

One plugin will have a custom button on the sales order ribbon to email a specific form.
I can create the button, but I can't work out how to make the button do the following:

1. Read a debtor custom field (I think I should be able to work this one out)
2. Display the email dialog with a particular form already selected and pass through the correct parameters to Crystal
3. Populate the email.To, Subject, MessageBody etc.

The general idea is the button should email an order confirmation to the customer but when clicked it needs to i) Pop up a message box confirming that's really what the user wants to do ii) Read a debtor custom field which has the email address to go to iii) Populate that value to the email.To value iv) pre-fill the message body with some appropriate text but give the user the chance to edit it if needed iv) Attach the order confirmation form as a PDF

Another plugin will prompt the user to email the customer the invoice when a Delivery Docket has been printed.
I can easily display a message box "Do you want to email the invoice to customer?" but once vbYes has been clicked, then I'm stuck.

And finally, a third plugin will email a message to the customer when the sales order has tipped them over their credit limit. In addition I need to write to a custom SQL table which records when debtors exceed their limit. I am pretty sure I can nut this one out.

Cheers

Cheers
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Re: Plugin to simulate the Email button in sales orders  Topic is solved

Postby Scott.Pearce » Tue Aug 18, 2015 4:23 pm

That's a pretty broad question, probably too broad for me to be much help here. You can always log a case with our support team for us to quote on doing the work for you if you don't have the time and/or resources.
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