Question

Emailing customer statement of account crystal

  • 20 May 2022
  • 1 reply
  • 96 views

Userlevel 5
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  • Sidekick (Customer)
  • 107 replies

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.


1 reply

Userlevel 4
Badge +6

Hi @m.arif ,

Please use the below link for more details on set up of event actions to send reports to customers.

https://docs.ifs.com/techdocs/foundation1/040_administration/250_operational_reporting/110_email_reports/default.htm

Regards,

Lihini.

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