The customer has elevator technicians out at customer premises completing PDF forms that get posted to a portal. The staff in the office needs to perform the following processes on each document.

1. Create a communications 'ticket' record that has custom data fields for issue and problem found with the elevator
2. Attach the pdf to the customer record
3. Email a copy of the pdf to the customer

While this can be done manually it is quickly becoming obvious that they will need more staff in the office to keep up.

Our proposed solution is to batch process the pdfs which would involve downloading a group of pdfs to a directory on the CRM server and running a Adobe process to create a csv file with all of the data from the pdf forms. The user would then open an asp.net page in MyCRM, verify the path and csv file name and click on the action button.

I have no problem with accomplishing items 1 and 2 above but it looks like CDONTS was the only way to have sent an email with the attachment from within CRM. Does anyone have a suggestion or know of way to use asp.net to send an email with an customer specific attachment? We are using Sage CRM 7.3 SP3 integrated with Sage 100 2016.

Thanks,
John