Hi Jack, I tried the method you provided above on our custom fields, field help and it does not work. Please see screen shot below.

Do you know if this can be done custom? For example via a script?

Pauline, Thank you so much! This solution worked perfectly for us! Thank you, Kim

Hi Robert, We checked the communications tab on the customer record and it is not there. We can see the email triggering and the workflow kicking off. We just cant see the email without pulling a saved search. Thank you, Kim

David thank you so much!!!! We're going to try this!!!

Pcutler thank you very much that got me REALLY close! Its giving me the double arrows for the list now but the list is blank. Any suggestions?

Yes the customer has active contacts and the customer record is selected in the company field on the contacts.