how to send customer statement in CSV format to cu...
# ask-stanley-ai
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how to send customer statement in CSV format to customer email
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AI generated answer (using internal Slack threads):
To send a customer statement in CSV format to a customer email, you would need to create a saved search that replicates the customer statement. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of search you want to create. In this case, you would select 'Transaction'. 3. Define your criteria to match the data you want to include in the customer statement. 4. On the Results tab, define the columns you want to include in the customer statement. 5. Save the search. Once you have your saved search, you can export the results to a CSV file. To send this CSV file to a customer via email, you would need to use scripting. The script would need to: 1. Generate the saved search. 2. Export the results to a CSV file. 3. Store the CSV file in the file cabinet. 4. Send an email to the customer with the CSV file attached. Please note that this process requires knowledge of SuiteScript, NetSuite's JavaScript-based API. ****** 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: 0.839166045
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836361825
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836017668
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