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 !
Solved
Attaching additional documents to customer statements
Best answer by Ahmed
How 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).
1 person likes this
I also would like to learn how to attach a promotional flyer to a statement of account when emailing the statement.
+19Try 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.
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
+1How 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).
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.