RE: Have multiple default emails on Customer record? Or set up workflow to email credit memos to multiple contacts? How?
Answered
I am wondering if it’s possible to either:
- Have multiple emails listed in the default email on the Customer records (not contact section)
OR
- Have a workflow or process that whenever a credit memo is sent it sends to all contacts assigned to the Accounts Receivable role.
How would i do this?
It needs to be scripted. We have built an application to manage that. It’s scripted and uses a ruleset to determine what, when, who, etc for contacts related to a client that has a transaction that needs emailing. info@plative.com
Thank you, i sent an email to info@plative.com
