I've gotten to the point in my customization where I am working on emails. The templates are great for standard emails, but often times our salespeople like to modify a templated email to put a personal message to a customer.
What I would like to happen when I click the "Send email" button on my screen is for the actual email contents to pop up for review and possible editing before it is actually sent. Quickbooks, when set up with Outlook, will open an Outlook email window with the template entered and the relevant attachment added. This has its own (stupid) limitations, since QB will only attach a single document, and the emails has to be in plain text format, so no company logo, etc.
So what are my options for previewing/editing an email before it is sent? I'm guessing Method doesn't have its own browser based email editing screen. Could I use Method (or its API) to actually cause an Outlook mail window to open up, like in Quickbooks? Or do you maybe work with Gmail or some other mail service? Have any other users done something similar to this?
As a separate question, is there a way to change the filenames of reports that will be attached? The filenames are something like "PurchaseOrder_123397882_847359247.PDF", and it would be nice to change the filename to include the RefNumber, or the date, or whatever, rather than internal ID numbers.