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Under the customer card>Options, there is a check for for "Send email statements".
Am I able to use the Intergration Manager or table import to have this box checked for a list of customers in csv files?
Is this info contained under the RM Customer MSTR table? I got in there but I don't think I see it. I only see the spot that I can enter the email address.
Any advises is appreciated. Thanks
Billy
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Billy:
If access to SQL Management Studio is unavailable you could try using a Macro. I'm not sure if you are familiar with Macros but it is basically a set of steps you want the application to perform.
If you were to record a macro that would select a customer and then check the Send Email Statements box and then save the customer you could then open up that macro (using notepad or any other text editor) and change the customer ID to the next customer. While you wouldn't want to do this each time you could treat the macro like a form letter and insert the customer ID into the macro (using Mail Merge or something similar). What you would be left with is super long macro that would select a customer, mark the checkbox and then save and move on to the next customer.
Kevin
Hi John-
Thank you for your reply. I already have the email address imported by IM but just not able to figure out how to have the box "send email statements" checked besides using SQL (another piece of animal that I am not familiar with) or check it manually for hundreds of customers.
I appreicate your time reading this. Thanks again
Billy
Billy,
Doing table imports is a little weird with these fields. There is another table, RM00106, where the e-mail addresses (and what type such as cc: or bcc:) are stored.
To see what I'm talking about you will need access to SQL through Studio Manager/Enterprise Manager. If you aren't familiar with these, then you need to find somebody that is. The commands that were mentioned above are run through the SQL side of things, not through GP.
To see what I am talking about, once you can get to these tables directly, do the following:
Check the box to send e-mail statements while in GP. Then enter 2 e-mail addresses in the "to" field, separating them by a semi-colon. (eg: johndoe@yahoo.com; janedoe@yahoo.com).
Then, go directly to the RM00106 table. You will see there have been two records created in this table because the code looks for the semi-colon to determine when a new record needs to be started. You will also see a field that designates what type of e-mail it is ("to", "cc", or "bcc").
John Chastain
MMLJ Consulting, LLC
636-734-7935
Hi Kevin-
Thanks for your quick reply. I am not familiar with the SQL command at all. Where should I enter that command in GP?
If I have over hundred of customers that needed to be checked, how do I modify that command? Should I just use comma to separtate each customer?
If I use Table Import, how to do this? I already have the IM to create a customer ID for these customers. Thank you very much for your help.
Billy
Billy:
The Send Email Statements information is stored in the RM00101 table. The column name is Send_Email_Statements. The value in that column should be 1 if you want the box checked and 0 if you don't want the box checked. If you have access to SQL I would recommend running the following command:
UPDATE RM00101 SET Send_Email_Statements = 1 WHERE CUSTNMBR = 'XXXXXX'
Where XXXXXX is the customer number of the customer you are trying to update.
It looks like you can't set the Send Email Statements from within Integration Manager. I imagine you could use Table Import, but I'd opt for the direct SQL update, especially if the customers already exist.
Kevin
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