Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
  
Email Notifications/View Subscriptions sent in Excel Format
We use Teamdesk to send clients stocklists automatically using view subscriptions. Sometimes the lists can be quite long (several hundred lines at a time) and obtaining information from the email messages can be quite cumbersome. Most of our clients would prefer to receive these reports in excel format, which cannot be done automatically and would need to be exported from the view each and every time. Would it be possible to have an option that would allow us to send the automated view subscriptions with an excel document attached?
ID
683
Category
Customization
Author

Dale Oliver
Date Created
10/17/2013 6:24:13 AM
Date Updated
11/23/2017 5:33:21 AM
Status
New Idea
Score
70
Promoted By
Dave Ah Chingcooper collier Jeff Aibel
Bin Xia ZhangKevin Cookmartin oliver
Dale Oliver
Comments
Jeff Aibel 11/23/2017 5:30:33 AM
When sending a subscription, it would be extremely helpful to many recipients to an Excel copy of the view as an attachment in addition to the HTML. If this could be enabled when setting up an email subscription by simply checking a box "Attache view as Excel File" it would be very helpful.

We have many external recipients, that we don't want to make external users (customers who don't want a user name and log in to our system for example) who like the subscriptions but also want to manipulate the data or upload it to their systems.
Slava Shinderov  Staff  11/23/2017 5:33:21 AM
Merged with:
1145 - Enable the ability to attache Excel Files for views on email subscriptions
Feedback
 
Back to Search Results