Method Community

Method:CRM

 

Method Community » Method:Classic » Method:Classic General Q&A » Email a PDF or attachment

Email a PDF or attachment

Last post 04-01-2009 8:03 AM by Anonymous. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next

  • 03-31-2009 1:40 PM

    Email a PDF or attachment

    Reply Contact

    I have one person who needs to just see a PDF of our "Call Report" that we view in Print Preview.  I do not want him to have to log into Method just to view and print this report.  Is there a way to email an attachment of the PDF to him from Method?

    thanks,

    Wavetec 

    Thank you,
    Wavetec

  • 04-01-2009 8:03 AM In reply to

    Re: Email a PDF or attachment

    Reply Contact

    We do this already in the Field Services app.  I recommend you follow the steps in the Field Services app on emailing a work order.  You can do this from the Work Order List screen and follow our lead by reviewing the actions under Customize.  

Page 1 of 1 (2 items)