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email Customer Statements to saved search result of customers
We have to send statements to a different email address than is often on the customer record. We have created a new Accounting invoice contact field (we are looking into the Cloud Coders solution as well) and want to email statements to a list of customers that want to receive their statements via email.
I have a saved search with results of those customers and email addresses to whom I want to email the statements.
My question is how do I email statements to that list of customers from the saved search.
Thanks.
Todd