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Send Data from agents screen to Word or Pdf
Posted:
Fri Sep 28, 2012 4:55 pmby sofcall
Would like to know if it's possible to send(convert) the data on the screen to a word doc or pdf format once the agents Diposition the call as sale
Asking this because some of my agents take too many time to fill in a word document (copy past) from vicidial gui and then send it from their email.
Thank you.
Re: Send Data from agents screen to Word or Pdf
Posted:
Sun Oct 07, 2012 1:16 pmby sofcall
Still waiting for a solution here.
I did not want to pop up my own thread as always William asks but that's bein a long time waiting.
Thank you.
Re: Send Data from agents screen to Word or Pdf
Posted:
Sun Oct 07, 2012 8:59 pmby Michael_N
you could get the data from the database.
You should ask a programmer for assistance
Re: Send Data from agents screen to Word or Pdf
Posted:
Mon Oct 08, 2012 3:32 amby DomeDan
I'm using FPDF to write pdf-files with php
http://google.com/search?hl=en&q=fpdfI guess you can trigger that when there is a SALE, I just executes the script nightly to create invoices
and yes, a programmer is needed
Re: Send Data from agents screen to Word or Pdf
Posted:
Sat Oct 13, 2012 4:11 amby gers55
You should use a webform in the script ie jotform. Prepopulate the fields as instructed under script information in admin.php.
Then print your details from your form provider as and when required.
Re: Send Data from agents screen to Word or Pdf
Posted:
Thu Oct 18, 2012 5:36 pmby sofcall
more details please.?
Re: Send Data from agents screen to Word or Pdf
Posted:
Mon Oct 22, 2012 7:51 amby sofcall
you could get the data from the database
how can i do that?.
Thank you.
Re: Send Data from agents screen to Word or Pdf
Posted:
Wed Oct 31, 2012 12:01 pmby solutinfo
you could get the data from the database
How is that where i can get that data please
Thanks.
Re: Send Data from agents screen to Word or Pdf
Posted:
Thu Nov 01, 2012 4:30 amby DomeDan
Sorry but if you dont know that, then there is no need to go any further. read the next row Michael_N wrote: "You should ask a programmer for assistance"
or post a request under "Jobs - Requests for Consultation"
Re: Send Data from agents screen to Word or Pdf
Posted:
Mon Nov 05, 2012 7:44 pmby williamconley
We've created several PDF applications in a couple different pdf generators. From complex to dirt simple. One of the advantages of installing sugarCRM a lot ... it comes with pdf generation built in and we borrowed their technique.
Pulling this data from a database is quite easy. Adding it to a dispo_url, also quite easy. It is a bit painstaking to design the original pdf layout to avoid data overlap and such, but usually not too horrible.
There are several different methods and packages. Some will allow creation of an HTML page and then convert it to PDF, some will "line by line" the creation of the PDF. Many also allow dropping in graphics or even a full PDF background (ie: the form you are filling in ...!).