We want to auto email ledger statements to all our customers and vendors with custom content. We do not want to use default content with which emails go automatically from system. The purpose is to request customers and vendors to match the balance as per their record with our statement as on closing of 30/09/2023. The list of dynamic fields for use in PDF is there, but I do not see the list of fields that is available in the email. For this email we want to add more information in the email body and in subject so that for those parties who fined the balance correct do not need to open the PDF.
We also want to make use of the contact forms module in Tuhund so that people who want to dispute or give any other information can do so by clicking the link in the email, we we get it in actionable form in our system. Preferable auto-assign to concerned person in our company.
This will be really of great help for consolidation of our books of accounts and matching with other parties.
A quick reply will be highly appreciated. We would very much like to start sending account statements from tomorrow. We will send in batches. First all customers, then all vendors and finally all other parties.
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I would like to have the data for the individual customers.
Total claims made by the engineers against to their visit in last three years .(2017-18,2018-19,2019-20)
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