We have internally developed a customer statement of account using crystal reports , now we want to schedule it in a way that on every month , custom event should pick the list of customers from customer_info address tab where we will define the email. i know few people here used report rules , when i checked the F1 Doc but could not get it. Can anyone share the steps with screen shots.
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Hi
Please use the below link for more details on set up of event actions to send reports to customers.
Regards,
Lihini.
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