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Sara Lamothe
Send notification to external contact
Hi all,
We use workflows to send Invoice reminder in our org. We use the email alert option, and in the Recipients field I choose: Email Field: Contact Email and the email is sent to the contact on the opportunity, which works fine.
Now, I need to send this same kind of alert to the client directly instead of the opportunity contact. It would be the same email address for all the invoices, but this contact is not a org user, just a regular contact in our system. Is there a way to send them a notification?
Thanks
We use workflows to send Invoice reminder in our org. We use the email alert option, and in the Recipients field I choose: Email Field: Contact Email and the email is sent to the contact on the opportunity, which works fine.
Now, I need to send this same kind of alert to the client directly instead of the opportunity contact. It would be the same email address for all the invoices, but this contact is not a org user, just a regular contact in our system. Is there a way to send them a notification?
Thanks
In the email alert there is a way you don't choose any email for Receipent field, but add your client email id in the Additional Emails as shown in below image:-
All Answers
Thanks,
Abhishek Sinha
Thanks for your answer. I'm already using a workflow, but where can I specify the email address as you mentionned? Do you have a screenshot of example?
Thanks for your help!
In the email alert there is a way you don't choose any email for Receipent field, but add your client email id in the Additional Emails as shown in below image:-