Monthly account activity automatically emailed to me as a CSV file?
22StreetLane
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Posted on
Oct-16-2018
03:58 AM
Hi,
Is it possible to setup a monthly email that has my account summary as a CSV file (either attached or as a download link), but having it go to a non-primary email address? We need this information to go to our finance team every month for them to import it into our CRM system.
Thanks
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