Irina Mitrova
05/26/2025, 2:00 PMCeligo AI
05/26/2025, 2:00 PMAI generated answer (using internal Slack threads):To change the email subject of a statement transaction sent via the "Generate Statements" page, you would need to set up a workflow with a saved mass update to trigger. This allows you to customize the email subject, among other things. However, please note that this method assumes that the parameters such as start date, statement date, and whether to show open transactions only, are standard and set in the workflow. If you need to manually select the values for these parameters each time, this method may not be suitable. Here are the steps to set up the workflow: 1. Go to
Customization > Workflow > Workflows
.
2. Click New Workflow
.
3. Fill in the necessary details for the workflow.
4. In the State
section, add a new action. Choose Send Email
as the action type.
5. In the Send Email
action, you can customize the email subject, body, and other details.
Please note that this method does not directly change the email subject from the "Generate Statements" page, but it provides a workaround to customize the email subject when sending statement transactions.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
05/26/2025, 2:01 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857687771
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857114732
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85644865
Celigo AI
05/26/2025, 2:01 PM