Would it be possible to send a weekly open SO summary search to a customer (including all of the customer’s contacts a single email)? In some cases the email would need to be set to 15+ customer emails
The Recipients from Results SS feature cannot handle sending the email to multiple customer emails from my investigation
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AK47
03/31/2022, 9:39 PM
You should test this with some test customers, but if you set up the criteria to have a NAME of MINE and you pull the recipients name from the results also, you should be able to use one search that sends each customer the same search, but with a filter of themselves.
AK47
03/31/2022, 9:39 PM
I know I do this with employees....make one search that multiple people access and each one sees a different result. Should work for customers too.
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Johan Torres
04/01/2022, 2:13 AM
@AK47 I was able to achieve that. Unfortunately, I can only send an email to one customer email rather than to a list of contacts emails related to the customer
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AK47
04/01/2022, 4:04 PM
That's true. Could you create an email group for the list of emails so that each customer can have one email address? If not, you'd need a separate search per customer...or some custom scripting