Can email attachments be automatically uploaded to specific customers communication tabs

AI generated answer (using internal Slack threads):

Based on the conversations, it appears that it is possible to attach customized emails sent through the script using

email.send()

into the Communication tab of a Transaction record like Sales Order. This can be achieved by using the

relatedRecords

key from

email.send()

. However, when it comes to uploading a custom invoice PDF to the invoice transaction and sending it to the customer, there seems to be some uncertainty. One of the issues raised is that the Communication > Files tab can contain more than one file, which might complicate the process. As for defaulting the email address to the customer instead of the vendor on the Messages tab under Communication on a Vendor Return Authorization, it seems that this might be achievable with a workflow, but the details are not clear from the conversations. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

Hi Alana, your best bet is creating a folder and uploading the email file you require. Then taking a note of the file ID and creating a custom field for documents. You can then csv import and attach the file ID to the custom field for the desired customers