Hello All!
Our company uses a grid on our estimates page in order to display all of the item numbers/ descriptions / Quantity and the like a customer is interested in. For each client our sales reps will use this unique grid that saves what the customer is purchasing and all of its details.
I am attempting to set up an item survey tool on another page and need to somehow retrieve the grid info as a whole for each clients order. I would be trying to set this up as an action that happens once a customer’s Estimate has been emailed out.
So in other words I need each customers unique grid info to somehow be retrieved and stored in another table for another screen. I need to do this in such a way that per a reference (record id or some other identifier) I can have all the data from the grid populate in an email that will be triggered per a button with a date difference conditional statement.
To further breakdown-
1. Somehow store each unique grid record into another table as estimates are being emailed out.
2. Be able to call to each record from the new table so that when a button is pressed and a conditional statement is met the correct items are mailed to the correct client so that they can be asked to fill out a survey for the item grid I am trying to get into the email.
Any ideas or tips are greatly appreciated!