Hi everyone, I am trying to use a 'Send Email' action on a custom opportunity form to automate an email. I want the recipient of the email to be a contact of the customer not the email address stored on the members page. I have made a custom contact field to attempt to pull the data from there however it is only listing contacts directly linked to the members account and no contacts that have been attached. Does anyone have any suggestions how I can change this or do it different please? This is how my custom contact list is set up: Thanks in advance 🙂

When you say Member what is that NetSuite entity? If you are wanting this to be a dynamically filtered list of Customer Contacts then you need to be setting the Source List and Source Filter By fields. If you can explain the Member context that would be good

Apologies, by member I mean customer. So yes this would need to be a dynamically filtered list of contacts. We have big customer accounts and most of the contacts we have are contacts for multiple customers

can you clarify an original sentence "is only listing contacts directly linked to the members account and no contacts that have been attached"

I have 1 main contact set up from my customer 'Ellis Bowman' and two other contacts who are set up against their own customer account but are 'attached'/linked to my customer account. With the custom contact field I used when selecting a contact it is only allowing me to choose the contact set up directly against my own account and not the other two if that makes sense..

that's got me as they are from different entities. What we do know a) that Chosen Contact field will work for WF emailing or b) the attached Contacts have Roles which look like they can be selected on WF Email Action. (untested). Maybe someone else will have further insight

When we go to send an email manually through Communication > Email the contacts are available as an option. As I am trying to automate this through a WF I just can't seem to replicate how it is pulling that data! I will keep looking. Thank you for your time and help 🙂