For any business, It's very important to keep your customers happy at all times.You need to constantly keep them updated on how their service requests are being processes. Below is one such example
I recently came across a requirement in which my client wanted to have some functionality in which, when a new SR is created, a Service Representative should be able to generate a neatly formatted email with all the required information and send it across to a Customer, so they know that the SR is being looked into, something like a SR Acknowledgment.
Here's what I did for them!
Solution:
Step 1: Build the Report
Create a Narrative Report that will contain all the required fields that is required to send out an email.
In Step 2 on the reports wizard add only a Narrative View
Save the report
Step 2: Create a Weblink and add to the Layout
Create a Weblink field in the Service Request Object.
Edit the weblink properties and add it to your report, note that we are passing the SR number as a parameter in the report, so we get details specific to this record only.
Add this weblink to the Layout assigned to your user role.
Step 3: View your changes
Create a new SR record or view an existing SR record that has all the required fields you need to successfully send out the email. You should see the email weblink that we created in Step 2 above
Click on the Weblink to launch the report. you will now see your neatly formatted email with all the required details.
Step 4: Add this in Outlook.
In your IE menu bar click File -> Send -> Page by E-mail...
The above step will create new email in Outlook with your formatted report.
I recently came across a requirement in which my client wanted to have some functionality in which, when a new SR is created, a Service Representative should be able to generate a neatly formatted email with all the required information and send it across to a Customer, so they know that the SR is being looked into, something like a SR Acknowledgment.
Here's what I did for them!
Solution:
Step 1: Build the Report
Create a Narrative Report that will contain all the required fields that is required to send out an email.
In Step 2 on the reports wizard add only a Narrative View
Save the report
Step 2: Create a Weblink and add to the Layout
Create a Weblink field in the Service Request Object.
Edit the weblink properties and add it to your report, note that we are passing the SR number as a parameter in the report, so we get details specific to this record only.
Add this weblink to the Layout assigned to your user role.
Step 3: View your changes
Create a new SR record or view an existing SR record that has all the required fields you need to successfully send out the email. You should see the email weblink that we created in Step 2 above
Click on the Weblink to launch the report. you will now see your neatly formatted email with all the required details.
Step 4: Add this in Outlook.
In your IE menu bar click File -> Send -> Page by E-mail...
The above step will create new email in Outlook with your formatted report.
And you're ready to go!
Cheers!
