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

ShaunHedland Rookie Asked on September 9, 2022 in Other.
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3 Answers

It does though! Just like you had invoices send to Customer Billing Contact in that workflow, you do the same thing in your Statement workflow. Start at the Customer record in the workflow, then use Send Email in your State, then in the To field of the email set the field value to Customer Billing Contact. I just created this workflow on our end (our custom field is A/P Contact) and it worked great!

Rookie Answered on September 19, 2022.
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