In the NS Dunning Letters bundle, it looks like yo...
# administrationw
Watz
01/27/2021, 7:45 AMIn the NS Dunning Letters bundle, it looks like you can CSV-import to the custom record "Dunning Recipient" to add recipients to your customers. But as that table is not available through the UI (Allow UI Access is unchecked), you'd have to manually delete/change anything. How are you handling it? Only using the e-mail-field on the customer?
p
PNJ
01/27/2021, 8:51 AMYup. There’s enhancements in 2021.1 to add multiple recipients and BCCs, which is cool. And also being able to BCC the salesperson
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Watz
01/27/2021, 8:52 AMYeah, I saw that. But I think the release notes are incorrect.
Watz
01/27/2021, 8:53 AMI'm already on the version that the notes state. And there is no Dunning Recipient Multi-Select Field on the customer. It is a sublist of "Dunning Recipient" records.
Watz
01/27/2021, 8:53 AMThere is however a Dunning Recipient (and cc) Multi-select field on the Dunning Result Record
Watz
01/27/2021, 8:59 AMThis is what it looks like on customers
Watz
01/27/2021, 9:00 AMAnd here is the setup of the Dunning Evaluation Result Custom Record