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Show button if.... 'Customer Type' equals 'Contact'


samwoo
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Good afternoon,

Please can I request for the "Customer Type" be added to the Rules for the Custom Buttons against Requests.

I would like to be able to define whether a button is showing or not based on whether the Customer is a "Co-Worker" or "Contact".

Thanks,

Samuel

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5 hours ago, David Hall said:

Hi @samwoo @Martyn Houghton

I've added the Customer Type as one of the fields available in the custom button show filtering, you'll need to check for the values 0 for Co-workers and 1 for Contacts.

This should be available in the next Service Manager update.

Kind Regards,

Dave.

That's David for doing this so quickly 

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HI,

Slightly similar request I believe, with Custom Buttons it would be good to be able to add HTML mailto as a link.

e.g. you could click Custom Button A and it would open the email client (Outlook for example) with the To address already filled in. This would look like mailto:TEST@TESTMAIL.com?subject=This is a test

Is this possible to be added please?

 

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  • 1 month later...
13 hours ago, James Ainsworth said:

I just wanted to confirm that this is now available in the LIVE environment.

image.png

 

Hope this helps.

Thanks @James Ainsworth - all works!

0 = Customer
1 = Contact

 

On 1/13/2022 at 3:37 PM, will.good said:

HI,

Slightly similar request I believe, with Custom Buttons it would be good to be able to add HTML mailto as a link.

e.g. you could click Custom Button A and it would open the email client (Outlook for example) with the To address already filled in. This would look like mailto:TEST@TESTMAIL.com?subject=This is a test

Is this possible to be added please?

 

Just noticed this message @will.good - you can already set up a Custom Button to generate an email.  Use this expression to try it out:

mailto://[[customerEmailAddress]]?subject=[[[h_pk_reference]]] [[h_summary]]

image.png.5f8be496ca7899acc87cf24707ddb8e9.png

It works

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