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iLoad Loans I need a developer to implement Apex Code to enable an email to be sent to my clients daily advising them of the status of the jobs we are handling for them
1- parameter for the daily email would be Brokers(clients) - active (we have a checkbox for inactive brokers) - Applications (Multiple applications attached to each broker) - status open
2 I need an email sent to our active Brokers (clients) daily, with a summary of the applications we are handling for them with approx 5 fields from the application object included
3 Email recipients are external clients(Brokers) that have no access to our data base
4 I will give a template for the email
My limited understanding is that this can be achived via an apex code being developed. We thought we would be able to schedule reporting for each of the above to be emailed to my inbox and create rules for the email to then be forwarded automatically to the clinet/broker required but this is limited by the volume of the schedule being insufficient
2 I need an email sent to our active Brokers (clients) daily, with a summary of the applications we are handling for them with approx 5 fields from the application object included
3 Email recipients are external clients(Brokers) that have no access to our data base
4 I will give a template for the email
My limited understanding is that this can be achived via an apex code being developed. We thought we would be able to schedule reporting for each of the above to be emailed to my inbox and create rules for the email to then be forwarded automatically to the clinet/broker required but this is limited by the volume of the schedule being insufficient
samr@expsoltech.com