How to send invoice reminder within CRM
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2012년 4월 24일 화요일 오후 2:26
Dear all,
I ma using CRm 2011 and I have a certain amount of invoices which have been paid and some others which should be paid.
I need to send to customers who has unpaid their invoice a reminder directly from CRM.how can I do that ?
reagrds
serge
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2012년 4월 24일 화요일 오후 2:38
Hi Serge,
You can create a plugin which can run on-demand on the customers.
You can select all customers from a view and execute this plugin. This plugin will fetch all the unpaid invoices for each of these customers. You can then send this list to the customer by email. You can create and send email activity from plugin.
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
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- 답변으로 제안됨 Ashish Mahajan Australia (Architect) 2012년 4월 24일 화요일 오후 2:38
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2012년 4월 24일 화요일 오후 4:14
Thnaks for your reply but unfortunatly I do not know how to build such pug in
Any help?
Your knowledge is enhanced by that of others.
