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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Comments
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Hi @Michelle Jabanes-Oracle, Sorry about that! I will keep this in mind for any queries I may have in the future. Fortunately, with the info you gave me about the Transaction Body field, I was able to figure everything else out from there. Thank you very much!
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@Michelle Jabanes-Oracle , Do you know how I can create a "flag" system on an invoice level? Based on the below screenshot, I can only create this saved search for customers or projects. ... Is it possible to create a "flag" system on the project level and then somehow use that saved search to send auto-emails for…
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Hi Michelle @Michelle Jabanes-Oracle , Would you be able to provide the steps for me to a build an auto-email workflow that includes invoice attachments? Or could you point me in the right direction? I have visited many websites and forums in an attempt to figure it out but the only auto-email workflows I can find is for…
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Hi @Michelle Jabanes-Oracle , Thank you for the quick response! I checked our install bundles and we do not have the Dunning Letters installed. Do I need this installed in order to send emails with invoice attachments? Or am I able to do this by building a workflow? Best, Bobby