Friday, March 8, 2019

Ability to send Individual Customer Statement to a Specific Contact with a Custom Message


1.    Pull up a Customer record on View mode.

2.    Go to Communication tab > Messages sub tab.

3.    Click Email button.

4.    On the New Email Message popup window, go to Recipients tab and select the preferred Contact.

5.    Go to Message tab. Set the preferred subject and type in the custom message.

6.    Go to Attachments tab. Mark the Include Statement checkbox and set the Statement Date/Start Date.

7.    Hit Merge & Send button.

No comments:

Post a Comment