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We have a custom entity for tracking accounts getting compliant on various items called "Tracking", on here is a subgrid with the "items" (entity is called "Items") they need to get compliant on and due date (ie. signage due 3/29/19 or bike rack 4/3/19). We need a way to send emails to the accounts notifying them they are past due on these items.
There are like 30 at a time so trying to set this up where we can select who gets them and send.
The Tracking entity has the account and contact.
1. Can I add the items in the body of the email? I can't figure out how in the email template. If not, do I attach an excel spreadsheet/word spreadsheet (do i need to do doc template)? I can't figure out how to do that either. I've tried.
2. Can I somehow set it up to only send those which are past due (like based on a view "past due items"-showing only those accounts with past due items)?
Can someone help me do this, I have spent time and oddly, what seems like a pretty standard function, I am having trouble doing and putting together.
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