RE: HELP Statement email address change
We want to start emailing statements but I need them sent to a a custom field (Billing Contact) rather than the Primary Contact. I was going to set up a workflow but I can’t figure out what record type a statement is.
I previously set up a workflow for invoices to send to the Billing Contact by setting the field value as email=Customer Billing Contact email to trigger before edit if Customer Billing Contact email is not blank.
Would appreciate any help
Thank you,. I found that one as well but it doesn’t address my issue of emailing to a different email address.
