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.
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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