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How to send an invoice to multiple emails addresses?
Hello, I have tried building this workflow so that when our team is ready to send an invoice, it will be sent to the primary email on the customer record and the string of additional emails on the customer record. I’ve followed these instructions exactly as presented: Set Email Address on To Be E-mailed textbox from…
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How to set email for Contact in Report?
I have a report - Activity by User Detail. I've noticed some strange behavior lately. I have a set of e-mails from one person for example Ivan Babiichuk (babiychuk.ivan@gmail.com) but if I open every e-mail, they will all be from sales@gmail.com and to sales@gmail.com. Other users have reported that email sent from NS…
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SuiteScript notice when executing workflow
Hi, I've created a workflow which automate the sending of invoices when specific requirements are met. Nothing to fancy. The Recipient Email field is populated by SuiteScript. It checks the Customer - Relationships tab if there are any contacts which have the EMAIL INVOICE option checked. (in the screenshot below both…
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NSC | Sending Flyers or Images Using Bulk Merge
Scenario The user wants to send flyers or images ising Bulk Merge. Solution Steps on how to send images using bulk merge. 1. Uploaded the image to Documents > Files > Images 2. Navigate to Documents > Mail Merge > Bulk Merge 3. Click New Bulk Merge 4. Add Recipients 5. Navigate to Message subtab 6. Enter Subject 7. Click…
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NSC | Send Email Based on Specific Status on Opportunity Record
Here are the steps on how we will be able to send an Email depending on the status on the Opportunity Record. This is achievable by creating a Custom Body Field first to to get value of the Status then creating a Workflow to add a Send Email action for the Specific Status on the Opportunity Record. 1. Create Custom…