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Email 'Customer statement of account' using an alternative crystal layout

  • 13 May 2020
  • 2 replies
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Userlevel 6
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When we use the option to run a ‘customer statement of account’ to run monthly statements the IFS standard layout is used.

Is there any way to make sure the alternate layout we designed from crystal is picked up rather than the IFS standard.

Perhaps I can set this as a report rule? - am not quite understanding the logic I need to enter in the ‘actions’ ordinal to pick up the email from the customer comm method OR payment customer contact field.

 

Help appreciated!

 

 

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Best answer by BLLBrucemo 2 September 2020, 23:51

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Userlevel 2
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in our case we are using a tool called Visual Cut that we have installed on a separate machine  This will then schedule the crystal report outside of IFS and then email to the recipients on a scheduled Basis.

Allan 

Userlevel 6
Badge +11

Managed to resolve this one myself

 

i setup a report rule which defines the report layout when pdf created, then an e-mail event which is triggered when the layout I defined is used :smiley:

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