NEW3.00.06 · Released 29 June 2017
- Opened17 May
- Closed17 May
- Released29 Jun
Documents; Account Settlement Summary (and others) were not using "Email Preferences"
The Account Settlement Summary Document (and others) were not using the Document's "Email Preferences" found on the "Options" page.
Note, this is not a normal "letter" type Document, rather it produces a "report" of the Account Close Log.
Now, when the Email Preference is "Prompt" or "Yes" an Email is opened for editing with the document as an attachment.
With additional scripting the To, CC, BCC, Subject and Body properties of the Email can be defined - otherwise the Document's description is the default Subject.
Sample code is shown below:
returnValues.SetString("EmailTo","someone@company.co.nz")
returnValues.SetString("EmailCc","")
returnValues.SetString("EmailBcc","")
returnValues.SetString("EmailSubject", "This is your quote for settling your Loan")
returnValues.SetString("EmailBody", "This is the body")
Note, when the option is set to "Prompt" the User will be asked whether they wish to email or open the Document generated.