01-06-2018, 11:52 AM
I wish when I send scheduled reports, a new option to include a URL for directly access to thats report.
For example
When I program a email, thru workflow, I can include a CRM Url, or Portal URL, for user access directly CRM,
Likewise, rather than only include PDF or Excel ( in attachment ), I wish include a thats Report URL.
My intention, is, user when receive a email, get information thru your access into CRM, for security reasons get the most updated information.
For example
When I program a email, thru workflow, I can include a CRM Url, or Portal URL, for user access directly CRM,
Likewise, rather than only include PDF or Excel ( in attachment ), I wish include a thats Report URL.
My intention, is, user when receive a email, get information thru your access into CRM, for security reasons get the most updated information.