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New Post 11/21/2011 10:05 AM
  aprillisa
12 posts
10th Level Poster


Workflow question 

is it possble to desing a workflow that will generate a report.  I am using 3.4.  I need a report to be emailed at the end of every day that contains new matters (projects) opened on that day. 

 

 

 
New Post 11/21/2011 1:29 PM
  RedHorse Support
116 posts
1st Level Poster


Re: Workflow question 

At this time Workflow cannot generate a report.

 
New Post 11/22/2011 9:16 AM
  BestFit_Solutions
15 posts
www.bestfitsolutions.com
10th Level Poster


Re: Workflow question 

I understand your situation and have a similar need.
The ability to print reports and even merge forms from the workflow processes.

I have talked to the developer and was told that this functionality might make it into the program eventually. But no time frame was provided as to when.
When asked about ensuring that it did, and move it up the development cycle, I was told that the programming cost to have this would be about $5200.

While that is more than I can afford alone, I would propose that we might share the development cost. Or even get a few more people to contribute as well.
I can cover about $1000 of that cost at this time. If we can get just 4 more that are interested, we can get this functionality faster.

Anyone else interested in contributing to getting this?

Those that contribute would get the functionality prior to release to the general public. It is understood that it will be released, once created, in the general updates to RedHorse CRM; but we would have it faster then the rest.

If you are interested in this, please respond here or contact me directly at (503) 206-0333.

We can corrodinate the specifics of the functionality needed and enhance this already great program. While getting the desired part faster than waiting for it to eventually get into the program, if it ever does.

What do you think?

Want to participate?

David Brydson

BestFit Solutions

 
New Post 12/1/2011 4:00 PM
  AutomationStation
48 posts
www.automationstation.com
7th Level Poster


Re: Workflow question 

We have clients who definitely be interested in this type of functionality... it seems more and more clients are sending E-mails, but the ability to use Workflow to print could also have a lot of power... printing letters to clients, project updates, customer service tickets docs, etc.

So please keep us in mind as you gather interest in this project. Thank you!

 
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