RE: Emailing from Saved search
Hi all,
Created a Saved Search for statement. wanted to send individual statement to individual company. Don’t know how to schedule individual company. That’s why tried to email clicking on the email button of saved search. When I click on the Email button from Saved Search, their is no option to give Subject for the email. I can not find a way to edit the subject line of the email. It shows “Search: Search Result”. I wanted to show ‘Statement’ instead.
Thank you.
You could have regular statements sent to customers based on the results of a saved search. You would need a workflow (or script) for that.
