How to locate automated customer statement emails
# ask-stanley-ai
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How to locate automated customer statement emails
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AI generated answer (using internal Slack threads):
To locate automated customer statement emails in NetSuite, you can use a workflow. The workflow should be set up on the customer record type. In the email action of the workflow, there will be a checkbox for sending a statement. You can also automate the sending of customer statements on a scheduled basis. This can be done by checking the date within the script and performing different actions based on the date. Another method is to use a Saved Search to send the customer the open transactions. This method does not use the NetSuite statement functionality. For more detailed steps, you can refer to this guide: https://www.fmtconsultants.com/automatically-send-customer-statementsin-netsuite/ ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836943746
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835628211
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831158698
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