As part of the update to BDP we have decided to remove the need for the Date of Entry field to be mandatory when setting a case to sold. Now when you are setting a house to sold you may leave it blank. If empty it will display TBC rather than the Date of Entry. […]
Category: BDP Command – Rule-based communication
Help with BDP’s rules and automation – “Command”
Configuring the email provider
BDP primarily uses a bulk email service provider; you can also enter your own mail server details. The provider is Mandrill, owned by Mailchimp. We would highly recommend using Mandrill, as this service is integrated with our servers and will give your mail the best possible chance of reaching its destination. The email provider can […]
Email templates – Examples
We have a number of example templates to help you get started. Please download the ones you want, modify as you see fit and use the file upload function in the BDP templates widget, or upload to a server of your choice. N.B. If you prefer to host the templates yourself, so long as you […]
BDP Rules
BDP has a powerful Rules Engine which allows you to automate documents and emails. You can select any system event and tell BDP to: Create a Word document or PDF based on a template of your making Send an email based on any template you add to your account. We have a large selection of […]
Rule Boolean
Rule Boolean allows you to perform logic on rules. A practical example of this might be “Has the vendor returned the Money Laundering declaration document? If so, do not process next rule, if not process next rule to send a reminder.” Rule Boolean is entered into the Rule Boolean input box when creating or editing […]