creating a email button on the form
I have a form called "tickets" for the customer. The app is built for the customer service database. Everytime customer calls in, our customer service team creates a ticket that have all the informati...
Forum Discussion
Have you considered using Notifications? When a new ticket is created, then send an email to the email addresses in the field
What content do you want in the email or start a blank email for customer service team to fill in?
What content do you want in the email or start a blank email for customer service team to fill in?
Everett Patterson,
I figured out another way to do this but been having some problem. I will try your way if this way does not work.
I created a formula text below for a button on the form
when I click on it, the email generated based on what I want.
The customer will receive this email and click on the link to review our product. See below for what I see after they click on the link
As you can see, there are three tables above (Customer registrations, product registrations and tickets). I only want the customer to see the tickets and the only one I can do it is to turn off the below permissions. Otherwise, the customer will be able to access the database of all the customer and product registrations. However, by doing this, the customer information and product information on the ticket will not be shown to the customer since the info got from these tables.
I want the customer to see their information and what they purchased and do the quick survey. How do I make the customer and product registrations are visible on the ticket form without giving them the access to these tables?
Please help. Thanks so much!
I figured out another way to do this but been having some problem. I will try your way if this way does not work.
I created a formula text below for a button on the form
"mailto:"&""&[PR - CR - Email]&"\n"&"?subject="&"\n"&[subject] & [Ticket Number]&""&"&body="&[Email body]&[Ticket number LINK]&""
when I click on it, the email generated based on what I want.
The customer will receive this email and click on the link to review our product. See below for what I see after they click on the link
As you can see, there are three tables above (Customer registrations, product registrations and tickets). I only want the customer to see the tickets and the only one I can do it is to turn off the below permissions. Otherwise, the customer will be able to access the database of all the customer and product registrations. However, by doing this, the customer information and product information on the ticket will not be shown to the customer since the info got from these tables.
I want the customer to see their information and what they purchased and do the quick survey. How do I make the customer and product registrations are visible on the ticket form without giving them the access to these tables?
Please help. Thanks so much!