1 Reply Latest reply on Oct 22, 2014 6:15 PM by philmodjunk

    Script to Email Clients

    briankent

      Title

      Script to Email Clients

      Post

      ok so I am manager of a small mortgage company. we have 3 loan officers.  let's say bob, sally, joe.

      in our database, each time a loan closes, we enter the loan officer's name, client's name, and bunch of other fields, one of which is the INTEREST RATE on the loan.

      when interest rates drop below what the clients current rate is, I want to notify the loan officer of that, so the loan officer can notify their client.

      in the past, I've done this by just conducting a FIND on any interest rates above, say 4% (I would just do a FIND and enter > 4%) , and then I run a script that emails the loan officer.

      the problem is this.  if loan officer bob has 50 clients whose have a rate higher than 4%, then bob gets 50 different emails.  that is a lot of emails bob has to sort through.

      instead, I'd prefer bob to get just one email.  and in the body of the email (or even as attachment) it would list all clients and respective interest rates .

      so instead of bob getting 50 separate emails, he's just get a single email might look like this

      Hi Bob Loan Officer

      you currently have 50 clients below with an interest rate of higher than 4% that may be eligible to reduce their rate.

      Client 1 Name,   5%
      Client 2 Name,   4.5%
      Client 3 Name,  4.25%
      Client 4 Name,  6%

      ...

      Client 5 Name

      is that possible to do with FM?

       

       

       

        • 1. Re: Script to Email Clients
          philmodjunk

          It 's all possible.

          A script can perform the find for the clients with rates that meet the search criteria. A PDF can be saved and then attached to an email to the loan officer. You can perform 1 find for each loan officer where you specify both the officer and the rate.

          A script on how to save as PDF using a $path variable: Found Sets to PDF with unique file names

          The same  $Path variable can be entered as the attachment in order to attach the PDF to the email.

          It's also possible to list:

          Client 1 Name,   5%
          Client 2 Name,   4.5%
          Client 3 Name,  4.25%
          Client 4 Name,  6%

          in the Body of the email--it especially easy to do in FileMaker 13 using the new "List of" summary field.