I would like to generate an email to all my A/R Customers that have not made a transaction for over 90 days (for example).
I am able to generate the list in Gridview, using the A/R tables and filtering on Last Invoice Date. (I can include the Customer Name, Contact Person and Email among the fields.)
So, now I have this list, but...
How do automate a global email from this list?
Is there a way within Adagio for us to generate the emails? Or do we have to export the list and go another direction?
(Or should I be trying something else besides Gridview?)
I am open for ideas.
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Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON