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Automating sending of customer statement

edited Jun 2, 2025 2:29PM in Ask A Guru 13 comments

Hello there,

I have created a workflow to send statements monthly but i have got a challenge. I am using a one world account hence one customer can be allocated to more than one subsidiary. The workflow schedule is sending the statement for only one subsidiary(Primary Subsidiary).

Is it possible to have the workflow include statements for two subsidiaries for the same customer?


Any help is greatly appreciated.

Thanks

Erick

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