We are looking to better track outbound AR invoices that have been emailed to its customers. I would like to leverage the existing Email History feature but would like to know if it is possible to identify the source record details.
For example: If an email is sent when Generating the AR invoice: Can we capture the following fields: 1. Customer Account Number 2. Sales Invoice Number 3. The primary email address with purpose: Invoice on the customer contact
So, basically I want to find the source record (In my case it is Sales invoice details) when creating the email history and based on it, I can store source record information in the email history form.
Eventually, we want to join this data with AR payment history to create a report or inquiry screen (In AR) to show which invoices were paid. This will help AR determine which invoices require follow-up.
Form location: System administration >>Setup >> Email >> Email history
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