| Updated Time Matters/Billing Matters Utilities |
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Abacus Consulting has updated the Org Helper and Description Edit utilities for Time Matters/Billing Matters. Both utilities are now available for Time Matters/Billing Matters 9.
Please visit our Utilities & Extras area for more information. |
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| Creating a MaxEmail, eFax or Send2Fax Calculated Recipient Field in Time Matters |
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| Written by Kevin Bross | |||||||
| Wednesday, 20 September 2006 | |||||||
Page 4 of 5
Creating the Calculated Field
If you are confused at this point, fear not. For now, we will move on to create the calculated field, and we will get back to the implementation of the mapped approach later. Pick your soon-to-be MaxEmail field, and edit the field properties as below. Read on before attempting to modify the formula. As you can see, this is simply a calculated field with the field name MaxEmailCalc. Make sure the 'Result Format' is set as 'Text' and click the 'Edit Formula' button. Populate all four of the formula fields as follows:
How does this all work? The first field, Ref Name will be the value of that field, such as:
Then the text <1 is appended with a space so we have:
Then the DEFORMAT command appends the contents of CON:PHONE2, but first strips the fax field of all formatting, such as parentheses and dashes so that we now have:
It is important not to leave out the single quotes or ampersands in the line containing the DEFORMAT command. You may substitute CON:PHONE2 with the fax field of your choice from the contact form. Finally we append the domain name text @maxemailsend.com> to complete the calculated field with a result of:
If you are using a calculated field that is not a 'phantom', then your job is done. To send a fax, you will need to open a new email, and copy/paste the content of the calculated field into the 'to' field of the email message. But what if you want to have that convenient email button to pop open a new email record with the 'To' field properly completed? You have a few options.
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Time Matters and Billing Matters Add-ins and Utilities
| Description Edit© for Billing Matters |
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| Read more... |
| Org Helper© for Time Matters and Billing Matters |
Open Beta! When adding a Time Matters® or Billing Matters™ contact that is an organization, do you copy the organization name manually to the last name field to speed up searching in lists? Org Helper© automates this process, and also provides hotkey access to the Org button on the Time Matters contact form. | |
| Read more... |
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