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

I was searching for the same and found this solution:

Rookie Answered on September 18, 2022.
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