Sage Construction & Real Estate

I am setting up MyAssistant with a new Send a Report task. I can attach a PDF, Text, or other document to the Email portion and the email sends successfully. However, when I attach a simple two-parameter Crystal Report and manually run the task, an…

I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…