Elizabeth W. Newbie

@Trixie Amora-Oracle Thank you for the step by step! It helps out immensely. Would you happen to know if I am able to delete options via CSV? So if Black appears twice with two different abbreviations and I only want one of them, does this have to get deleted via the UI?

@Trixie Amora-Oracle See the attached. https://us.v-cdn.net/6032262/uploads/NVMG9ZDYE1JS/511colorslist731.xlsx It's not any special template or anything. I was just hoping to reupload what I was able to export.

@Tigran Shahnazaryan First off, thank you so much for all your help on this! I have one follow up question, I am making the group and noticed the below column. Will this stop those with the soft opt-out from receiving the email?

@Tigran Shahnazaryan Where would I find the Customer Group field on the customer record?

@Tigran Shahnazaryan So, if I am going to use the bulk mail merge option, I will need to make a customer group to use the function? I can't select from a list of customers like in the generate statements page?

@Tigran Shahnazaryan So there is no way to customize the email template that is used when processing it the generate statements page (process shown below)?

@Alex Joves -Oracle Would it make a difference if I am not looking to personalize the messages or recipients before sending. I am looking to edit the default email that gets sent out to everyone.

Hello @MoonK, thanks for your response but I'm not looking to edit the PDF or the form. I am looking to edit the email that is sent when sending the customer statements via email using the following menus Transactions > Customers > Generate Statements and then using the paper plus action symbol to select Email as seen in…

Hello @Tigran Shahnazaryan I'm not looking for the PDF template, I am looking for the email template that is used to send the PDF out using the action email button.