Hey all,
Is there a way to send a report to colleagues NOT being SugarCRM users ? So by simply using their email address ?
Thanks for any info on this,
Hugo
Hey all,
Is there a way to send a report to colleagues NOT being SugarCRM users ? So by simply using their email address ?
Thanks for any info on this,
Hugo
Hello Hugo Geyskens
You can accomplish this by using 'Group User' feature.
Either add one Group user for all these colleagues by setting up a shared group email address, otherwise you'll have to create a Group user for each colleague.
Same if you don't want everyone to recieve the same set of scheduled reports.
Hope that helps?
.
CRM Business Consultant
I thought the same at first, but my test did not result in the scheduled report being sent to the group user email address. Group users have no concept of team security so I am assuming the sending does not process since it cannot determine which records to include in the report attachment.
Chris
I thought the same at first, but my test did not result in the scheduled report being sent to the group user email address. Group users have no concept of team security so I am assuming the sending does not process since it cannot determine which records to include in the report attachment.
Chris
That's odd, as I've been using this method for a while without issues, maybe because I've only used it on 'Global' reports and no additional team security - intedresting to look further into that.
In the meantime, maybe confirm if it works for you Hugo Geyskens ?
.
CRM Business Consultant