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Summarized email using email template

edited Jun 2, 2025 2:41PM in Ask A Guru 3 comments

Hello,

I am trying to send out a weekly email to customer with aged invoices. I have created the email template and workflow to send template according to a schedule. I need to include all open invoices into one summarized email. Email template and workflow send only one transaction at a time.

Saved search does not allow for footer notes, or company logo to be included which is why I created email template.


Question is..... how do I include "has content" information into source code of email template to summarize and include all open aged invoices?

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