Hi Experts,
we recently updated our CRM from version 2013 to 2016, 8.2.2.112 on premise and we are facing a problem, we couldn´t find a solution or even someone with a similar problem yet. Unfortunately we didn´t discover that problem while testing the system and now we have to try to solve it ourselves…
To generate quotes we use a Word Add-In, which exports the quote in a Word Template where you can finalize it and do some editing. When you close the Word-File a pop-up asks you, if you want to send the document as an E-Mail-Activity. If you choose that option, a new E-Mail-Activities opens and the quote is already attached as a PDF-File. You can send the E-Mail to your customer and the attachment will open without problems (in the sent E-Mail and if you open the attachment from your E-Mail-Activities yourself).
But, here´s the thing: In our old version the sent quote was also attached directly to the Entity as a docx-file, in case you wanted to open it again and make additional changes. The file still gets attached to the Entity, but with the file-extension .pdf. But what´s even worse, if you want to open the file, you get an error, that the file was corrupted.
I figured this out: if you save the file to your hard drive instead of just opening it, then change the extension from .pdf to .docx it will open as a perfectly fine Word-Document. I was very proud to find this, but, as you can imagine, the users aren´t quite happy with that workaround, they want the system to work as it always did. And I even have to agree with them in that matter.
I´m not a developer myself, but to me it seems as if the file is already saved to the entity as a Word-file and only given a wrong extension, but I couldn´t find a script that says “attach E-Mail Attachment to entity” or something similar.
Is anyone familiar with a problem like this or has an idea where what the problem could be?
Thank you!