Wednesday, March 27, 2019

Saved Search of Invoices to send notification emails to Customers days before due date, needs to exclude Customers from other countries in the recipients list

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Click Transaction.

3. Modify Search Title.

4. On the Criteria tab >Standard subtab> Set the following Filters:
- Type = is Invoice

- Due Date/Receive By = is on 15 days from now

- Main Line = is true

- Billing Country = is none of (input the country name to be excluded)

5. On the Results tab > Columns subtab> there are fields defaulted. Add or remove fields as needed. Note that he information in the Results tab will be the data contained in the email

6. On the Emails tab > set the following:

- Check the following checkboxes: Send Emails According to Schedule, Summarize Scheduled Emails and Send if No Results.
- Recipients from Results subtab> Name
- Schedule subtab > make this a daily event, input the desired time on when the notification will fire out

7. Save & Run.

Note: In this example, fifteen days from now is used. 

No comments:

Post a Comment