11-01-2018 10:56 AM
We use the invitation email function once the customer has been connected and send them a Welcome style email. During installation, we also carry out a free WiFi survey report. We then need to email this to the customer as a PDF attachment. It would be great if we could attach it to the invitation/welcome email that is sent from UCRM.
11-01-2018 05:37 PM
Instead of attaching, would the following work?
1. Upload your PDF survey to the server webroot.
2. Edit the Invitation Email Template
System->Customization->System Notifications->Invitation Email
Add a Link in the template:
Display Text: "Survey"
Then when an invitation email is sent, there will be a link to download the PDF.
If you absolutely need it as an attachment, then it becomes trickier.
11-05-2018 02:14 PM
@rspaeth Yes, that is definitely a good way around it!
Although might get a little time consuming as would have to upload to root and change the URL for every customer.
Maybe a feature for the 'wish list'?
11-06-2018 01:58 AM
If you really need a private document different for each client which could be sent in the invitation email, please create a new feature request.