I started using the BI recently and came across a problem.
I have a table created in OBIEE, need to send it to 3 different emails. (Sample Sales)
However necessary that these three e-mails receive different information. For example:
The email1 has access only to the product "TV"
The email2 has access only to the product "Games"
The email3 has access only to the product "Services"
NOTE: These emails are not registered on any user and also will not be registered.
You can create three different reports just by change filter to product is in "TV".. likewise.
Then you can schedule these three reports to different ids through iBOTs.
Related
I need to create a workflow where a user would send emails to either 1 or multiple depending on how many they are available on the account from the dropdown recipients.
I started creating a workflow but got stuck can a thread group contain sub-thread group at one of the endpoints? If so how? Need some example.
Requirement: The design should accept a single user / multiple users and each of the users can send emails to single recipients or multiple recipients
My app requires users to log in with Parse to make a purchase and uses parse cloud to process payments using Stripe. Payment works fine. I want to associate the card that just used to make the payment to the [PFUser currentUser] so I can load the cards for user to select next time. How can I achieve that? Is it possible to get the card information from the token?
P.S one user can have many card and one card can belong to many user.
I'm not sure exactly what you mean by "card information" but it should be possible to achieve what you want. You'll want to first create a Customer object in Stripe to represent each user. Each Stripe Customer has a list of payment sources associated with them, and you can read the brand and last4 if you need to display a list of these to the user to select one.
Once you create a customer in Stripe, you can create any number of Charges.
All of this can be done in a straightforward manner using the intuitive Stripe API. You can also manage Customers and Charges via the Stripe dashboard.
I have a marketing list consisting of selected contacts which we would like to send emails to.
Each contact has an Account Manager field (which is a system user).
Our marketing team would like to send all contacts in a list an email which should be addressed from the account manager (system user) email address.
We are using a document generation solution called Xperido. I am using a standard template to try accomplish this. Looking at the email settings configuration, you cannot specified an address from a secondary entity. The only address that you can use must be defined in the primary entity.
I have looked on the net and cannot find any example of this. Has anyone done this before or can suggest another product which is capable of this? Any advice is appreciated.
Thanks in advance
If you have XperiDo version 3.2 you can do this by going to your XperiDo Management Console in CRM. First edit your dataset in that way that the linked Account manager (of the contacts) is fetched. Then select Templates and edit the template that you want to send out to the contacts. Go to More Settings and click the pencil next to E-mail settings
Then you should see the following screen where you select in the From part: Data set field (this can be set as default by selecting the star on the right of the label) and then select the emailaddress field of the account manager.
Then during the document generation itself select the template that you want to be mailed and on the Set Output Parameters tab you can select E-mail as delivery format and you can also choose to set there the right E-mail addresses as you can see in the following image.
This method can also be used to set the To field of the e-mail section in XperiDo.
Imagine client A placing an order for 5 items in an e-commerce website (through Magento which collects the information and sends it to the warehouse which happens in the background). The website records the order and processes this information to the warehouse.The warehouse collects the information and after processing and shipping the product, provide the client A with a shipping information with tracking and carrier number.
My question is,
I want to update the tracking number inside Magento for each product separately because the shipping time might differ for each product. If the customer places a bulk order and receives the products one by one but with the same tracking number it will be misleading as the customer might think all the products will arrive on the same day and the customer might be dissatisfied.
How can I place a separate tracking number for each product using Magento?
Magento has this all built into the API. You can create a new shipment against an order and specify the items on the order which have been shipped along with a unique tracking code per shipment. So one order can have as many shipments as you require. Bundle kits may be a little troublesome but there is an option in the config to handle part shipments of bundle kits. Check out http://www.magentocommerce.com/api/soap/sales/salesOrderShipment/sales_order_shipment.create.html for the API documentation. We have a java app that picks up all of our delivery manifest info on a 10 minute cycle from our back office and then makes SOAP requests to create shipment notifications. This also sends an email to the customer along with the tracking code and if you add in your courier through a custom module you can also make it so that magento handles your couriers tracking link which can be accessed from the My Account area for the customer and it is also included in the email notification that the customer gets per shipment notification.
If a customer schedules a service activity using my web application and I want to send them an automated confirmation email, it seems I have two options:
Have the workflow create and send a new email message. On this view (see below), you can use fields from related entities on the service activity (e.g. the customer's first name).
Have the workflow use an email template. It seems that email templates do not allow you to access fields from a related entity, like first name, so the only option here is to address the customer by their FULL name.
Are there any solutions that I missed, or am I stuck with the first option if I want to address the customer in a personal, natural way on this automated email?
Unfortunatly, the CRM is pretty limited on that aspect. The best workaround is to add the firstname to the Service Activity entity. May suit you or not. Otherwise, it is achievable through a the SDK, but that's much more complicated if you don't already use it.