Hey all, making a simple workflow to automate the ...
# suiteflow
c
Hey all, making a simple workflow to automate the emailing of statements. I've created a "CC Email" custom field on the customer record for additional email address to CC on emails/statements. So in the workflow action under the Recipient section, I want to select "Send to Current Record" as well as pull the email address from my "CC Email" field into the CC field but this is just a free text field meant for an email address to be entered. Is there a way to recall each customer's custom field value in the CC field?