B1UP Account balance
I have a specific issue for a customer.
The account balance default is set up with a report action that saves to draft as user want to be able to adjust the text of the email and occasionally change the email address the statement is sent to. This is the only way I can get this option for them as the default report is always used.
When they want to send out their bulk email monthly to all customers, I have a Mass Delivery set up to use a non default option.
They are now starting to get requests from customers that have automated AP systems that want statements in a specific excel format.
I can set these up individually and create a report selection for the customers, but the only way that would work would send the default configuration out, which would save as draft - they have 16000 customers, so that is not an option.
Are there any workarounds for this?
Iniciar sesión para dejar un comentario.
Comentarios
0 comentarios