2 Replies Latest reply on Sep 28, 2014 8:40 AM by HugoLidia

    How to E-mail New Record details to Client and Head Office

    HugoLidia

      Title

      How to E-mail New Record details to Client and Head Office

      Post

      How does one send a copy of a record by e-mail to 2 different addresses. 

      The record includes client name, address details plus their signature and confirmation of what service they have agreed.

      We want to be able to

      1. send the customer a PDF of the screen by e-mail

      2. A copy of the data record, including the customer's signature to ourselves (the company).

      The issue we are having is how to specify the file directory because this is being generated on an iPad as the file with the data has to be generated and saved on the iPad before it can then be sent by e-mail.

      This is on FM ProAdvanced v 12 in a Windows 8.1 desktop environment, with the sales rep using iPad with Apple iOS 8 and FileMakerGo 13.