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Tag "newsletter"

PDF Reports

Publication date: August 20, 2018

I have four requests about the PDF reports.

1. Can the settings be adjusted and retained so that there is default I set, either for myself or even better for a project? Currently I get 11 point font and a huge paper size, so each time I have to chage the font and the paper size and orientation.

2. Could it be possible to send the PDF to a client rather than to me, or to both?

3. Can the PDF be sent as an attachment that is the PDF file itself not is a zip inside a folder. PDFs are not large and the zip creates additional steps. Could this be an option setting?

4. Could the PDF be customized like a the Email Newsletter, so I could specfic a standard heading and explanation to go along with the records.

Email Newsletter - include related records

Publication date: August 20, 2018

Could it be possible to email a set of related records.

For example, lest say I have a Form called PEOPLE and a related form called THINGS. Let’s say that an PEOPLE record can have many THINGS.

Could it be possible to email a PEOPLE record person a listing of the THINGS records associated with the PEOPLE.

Newsletter Email

Publication date: August 20, 2018

Presently only fields with email validation will workwith Newsletter Email. I use the email address as the unique identifier field to relate to Forms. In the second form it comes up as a “Select person” field which cannot be validated as email address even though it is an email address.

Can the Newsletter Email allow any field with emails to work with newsletter.

Testing newsletter + import procedure

Publication date: August 20, 2018

Dear support :-)

I’ve tried sending out a test-newsletter but it did not arrive. Am I cleared to be able to send such a newsletter or is there still something I’m supposed to do before I can do this?

Secondly, I also have troubles importing CSV-files. All info of the record is put into one field per record.
When importing, I am also used to seeing the ability to link certain category names from one file to categories of the other.
Obviously, I don’t understand you’re approach to this and look forward to learning more about this.

Many thanks,

Garsett
Belgium