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• Workflow with PDF attachment not working

  Support September 20th, 2019 @ 1:14 am
  

  Hi Support,

  I've sent the updated file to one of your team members on Skype.

  Found another separate issue: The email that is sent out to Account/Contact/Leads that gets stored in the History sub-panel, that email doesn't include the PDF attachment in it. Please look into this issue.

  Thanks, Rahul

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• Workflow with PDF attachment not working

  Support September 20th, 2019 @ 12:56 am
  

  Hi Support,

  I've added some code in my utils file to display error and the error that I received was "Fatal error: Call to undefined function mime_content_type()" in the file custom\modules\AOW_Actions\actions\actionSendEmailwithPDFTemplate.php

  I've fixed this error and testing to see if the fix is working ok. I'll send you the updated file shortly. Comments are included in the code file to easily identify the changes I've made.

  Cheers, Rahul

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• Workflow with PDF attachment not working

  Support September 19th, 2019 @ 7:00 am
  

  After debugging a bit further, I suspect the code might be breaking at the line:

  $this->parse_pdftemplate($bean, $pdfTemp, $attachments);

  in the file custom\modules\AOW_Actions\actions\actionSendEmailwithPDFTemplate.php

  Does this module works only for sending Quotes, or sending ANY PDF document parsing Accounts/Contacts/Leads variables too?

  Thanks

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• Workflow with PDF attachment not working

  Support September 19th, 2019 @ 6:00 am
  

  Further details....

  The workflow that was triggered shows an entry in Process Audit section with Status - Running. However, I do not receive the email with the attachment. Repeating the above process creates another entry in Process Audit section with Status as Running.

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• Workflow with PDF attachment not working

  Support September 19th, 2019 @ 5:43 am
  

  I'm using CRM version 7.6.6 and PHP version 5.3.29 Database is on MSSQL.

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• Workflow with PDF attachment not working

  Support September 5th, 2019 @ 1:45 am
  

  Sorry typo...I can't download the newer version.

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• Workflow with PDF attachment not working

  Support September 5th, 2019 @ 1:21 am
  

  Thanks guys, since the purchase is refunded, I can't download the nersion. Could you please send the plugin files on Skype with temporary license key? Once I've tested that its working fine, please cancel the temporary licenses key and I'll repurchase new license key from the store.

  Cheers, Rahul

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• Workflow with PDF attachment not working

  Support September 4th, 2019 @ 6:26 am
  

  Thanks guys for getting in touch. I've sent the necessary details. Please let me know when you are available to go through the issue.

  Cheers, Rahul

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• Workflow with PDF attachment not working

  Support September 2nd, 2019 @ 2:14 am
  

  Thanks Jason. Your prompt response and help is much appreciated.

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• Workflow with PDF attachment not working

  Support September 2nd, 2019 @ 1:43 am
  

  Hi Jason,

  Thanks for the response.

  If processing the refund now and then repurchasing once the issues are fixed is easier to keep the account books sorted, then please do so.

  Alternatively, I'm happy for the vendor to give it a go at fixing the issues and if that doesn't work, then to have the refund processed please.

  Please let me know.

  Cheers, Rahul

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• Workflow with PDF attachment not working

  Support August 20th, 2019 @ 2:53 am
  

  Hi Team,

  As you have sent me a separate email that you would be fixing the issue once you are back to work from 1st September, I'd keep my purchase for now. However, since the purchase is going to be more than 30 days old by the time you return to work, in case the fix can't be fixed, I'll be entitled for a full refund even after the 30 days period expires.

  SuiteCRM Store Team, please take note regarding refund after 30 days period, as communicated to the vendor.

  Thanks, Rahul

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• Workflow with PDF attachment not working

  Support August 9th, 2019 @ 12:49 am
  

  Hi Team,

  Please advise if the issue with PDF attachments for Accounts not parsing the variables can be fixed? If not, I'd proceed with requesting refund and repurchase when the issue has been resolved.

  Thanks, Rahul

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• Workflow with PDF attachment not working

  Support July 29th, 2019 @ 8:05 am
  

  Hi Team,

  I've fixed this issue myself. The only issue now I'm facing is that when I receive emails from the workflows, the PDF attachments for Accounts are not parsing the variables. Its shows blank where the variables exist.

  Please help.

  Thanks, Rahul

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• Workflow with PDF attachment not working

  Support July 29th, 2019 @ 2:22 am
  

  Hi Team,

  Looking at our logs, its showing an error for

  Query Failed:INSERT INTO config (value, category, name) VALUES (N'very long string',N'SugarOutfitters', N'workflow-emails-with-pdftemplates-attachment')::: [Microsoft][SQL Server Native Client 11.0][SQL Server]String or binary data would be truncated. [Microsoft][SQL Server Native Client 11.0][SQL Server]The statement has been terminated.

  Please let me know if you’d be able to fix the issue with the plugin or shall I proceed with cancelling the purchase and request for refund from the store.

  Thanks, Rahul

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• Add-on doesn't work

  Support August 21st, 2018 @ 1:04 am
  

  Hi Team,

  The issue has been resolved and the add-on is working. Thank you very much for outstanding support. Please feel free to close the ticket.

  Cheers, Rahul

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• Add-on doesn't work

  Support May 18th, 2018 @ 3:11 am
  

  Hi Support,

  Thanks for your response. I've send separate email to Support@nattyant.com Sharing admin access details may be a challenge. May I suggest teamviewer or skype session and give you access to the CRM during the session. Looking forward to hearing from you.

  Thanks, Rahul

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• Auto archive emails to Account profiles

  Support April 25th, 2018 @ 6:23 am
  

  Thanks guys, this is great. Only challenge is that our Accounts do not have any associated contacts. In that case, how the auto archiving of emails to Account records would happen.

  Cheers, Rahul

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• Auto archive emails to Account profiles

  Support April 24th, 2018 @ 7:17 am
  

  Thanks. The current functionality allows for auto archiving of emails to selected Accounts i.e. for each account we would need to setup the auto archiving rule. Given we have 11,000 accounts, it won't be feasible to do this for each of them.

  Is it possible for the system to have default auto archiving of emails to all the Accounts where there is matching email address exist in the CRM?

  We do not want to sync Accounts/Contacts/Leads between Outlook and CRM. All our Account/Lead/Contact creation/update/delete happens in CRM and we would like to keep it that way.

  All we would like is that:

  • Calls/Meetings/Tasks in CRM to sync (both ways) with Outlook calendar

  • Any email sent or received in Outlook gets automatically archived to matching Account, Lead and Contact in CRM. To take an extreme example, in case same email address exist for an account, a lead and a contact, then the incoming or outgoing emails to that email address would be attached to all the three records in CRM and show up in their "History" panel. However, if its only possible to attach it to one record, then the order of preference would be to attach it to Account first, and if no matching Account found then to attach it to matching Lead and if no matching Lead found, then to attach it to matching Contact.

  I'm currently evaluating the plugin for ~100 users of CRM in our organisation.

  If you could please get back to me about how much of our requirements the plugin would be able to achieve, that would be really great.

  Please let me know your contact email address if you prefer, rather than discussing in this open forum.

  Kind regards, Rahul

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• Auto archiving emails to Accounts - [Feature now implemented]

  Support April 23rd, 2018 @ 3:07 am
  

  Hi team,

  Please advise if auto archiving of emails to Accounts profile is a new feature request or existing feature but not working for me...

  I've raised this several times in emails to SalesAgility support and here too. Simple one line answer to my question would be greatly appreciated.

  Thanks, Rahul

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• WebToModule

  October 10th, 2016 @ 9:02 am
  
  Great product, outstanding support...would definitely recommend. View Add-on
  
  

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