Is it possible to attach an additional document when emailing customer statements ? For example, to send out a promotional flyer pdf with a particular statement run ? Thanks !
Best answer by Ahmed
View originalIs it possible to attach an additional document when emailing customer statements ? For example, to send out a promotional flyer pdf with a particular statement run ? Thanks !
Best answer by Ahmed
View originalHow about doing a sub-report inside of the customer statement with the flyer?
Otherwise, a business event notifications could be done (whenever a statement is sent, send flyer to same address).
Try delaying the email send time, and then open the statement emails in ‘Emails Pending Processing’ screen. Attach the flyer before the delayed emails are sent out.
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