Link

Links, What they are and how they work

Tuesday, Jun 16, 2015 by Scott Spence Link, Table Link, Course Master, Course Date, Login, Email, PDF

In CourseSales.com some records can be linked, for example People can be linked to a course master, so that emails come from or get sent to those people who have the specified role. PDFs can be linked to emails so that the PDF is attached to the email when it is sent to the recipient. Linking is a non-permanent way to relate one aspect of CourseSales.com to another. Links are infact the only think that you can ‘remove’ or ‘delete’ from CourseSales.

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Email Linked Roles

Saturday, Apr 26, 2014 by Scott Spence Email, Troubleshooting, Role, Link

How can a person to receive a copy of an existing email? CourseSales.com uses the process rules to work out which roles to send emails to. This means that one rule can be used for many courses, and who receives each email can vary by course. Assuming a login exists for the person and they have an existing role you need to add the role to the process rule, then the login to the course master or course date.

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