How to add values to an email template from a custom record and send email

We can use email templates for easily sending emails between two records having a contact. Email templates are helpful when the emails should follow a specific format or have some common content like company logo and address.Email templates can be accessed using the navigation: Documents> Templates > Email templatesIf needed to add field values from… Continue reading How to add values to an email template from a custom record and send email

Custom Screen Using Custom Record

This is a quick and easy method to create custom screens and fields using the custom record which can replace custom Suitelets for simple custom screen development. Here is an example. To create a custom email window and track the usage we created a custom record and configured fields accordingly. Workflows are implemented to support… Continue reading Custom Screen Using Custom Record

Custom form to track blood donor details and store them in database

Requirement The form must contain a data entry form for the company employees to track down the blood donor details. They should be able to store Name (First Name, Last Name), Gender, Phone Number, Blood Group, Last Donation Date. Another form should be available to search for the eligible blood donors, based on the filters… Continue reading Custom form to track blood donor details and store them in database

SALES REP CONTRIBUTION BASED ON THE BRAND.

This proposal covers the scope of displaying the sales rep contribution based on the brand. Requirement  The client sells many types of brands. The sales reps are responsible for selling these brands, the sales rep can sell more than one brand.  A customer can have multiple sales reps if they buy different brands. On a… Continue reading SALES REP CONTRIBUTION BASED ON THE BRAND.

Custom Record Online HTML Form

Requirement The case records will have the details of the customer, home address and email, and other information. The organization would like to have a customer survey solution so that the business can send customer survey emails to customers from the case record. Solution The proposed solution will place a button in the case records… Continue reading Custom Record Online HTML Form