Tag: Email by workflow

Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria  Click Standard Filter:  Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow