Basic e-mail template requirements

For a product that on the face of it looks like it can do such powerful
things without custom programming I cannot believe that it has missed
what surely must be required in every installation!

For this purpose only want to communicate billable time per contract
line via:

1. e-mail template when case is closed. Need field to indicate how much
time was spent on that case. Here i'm not sure what case-billed service
units (in this case minute allotments) but it never appears in my
e-mail!
2. generate a report (i have crystal reports) each month that totals
allotments (and preferably case descriptions) for contract line

Surely there must be an easy way???

Thanks to the God who can explain my options to get more-or-less to
where I want to be! I am flexible to change my a requirements a little
here just to get a result!

Regards

Peter
Sat Jan 28 08:34:31 CST 2006

Tony

(presume V 1.2) I completely agree!

I used a low-tech workround to your first point: I added a custom field to
Case form for billable time, which I manually fill in before closing the
case

Not elegant, and makes an extra step, but couldn't come up with a better
solution in a hurry

Peter



"Tony" <theitfella@hotmail.com> wrote in message
news:1138455737.397848.173880@g14g2000cwa.googlegroups.com...
> For a product that on the face of it looks like it can do such powerful
> things without custom programming I cannot believe that it has missed
> what surely must be required in every installation!
>
> For this purpose only want to communicate billable time per contract
> line via:
>
> 1. e-mail template when case is closed. Need field to indicate how much
> time was spent on that case. Here i'm not sure what case-billed service
> units (in this case minute allotments) but it never appears in my
> e-mail!
> 2. generate a report (i have crystal reports) each month that totals
> allotments (and preferably case descriptions) for contract line
>
> Surely there must be an easy way???
>
> Thanks to the God who can explain my options to get more-or-less to
> where I want to be! I am flexible to change my a requirements a little
> here just to get a result!
>
> Regards
>

Tony
Sat Jan 28 11:01:23 CST 2006

Thank you God, I mean Peter, it does exactly what we need!

Now all I have to do is figure out how to create the crystal report!
(ahem: your opportunity to be a "SuperGod"??)

Regards

T