Name of Feature/Request: MONTHLY STATEMENT PDF PRINT LINK MERGE FIELD
What financial, time savings, or quality of life improvements will occur from this: To have the ability to have a merge field to Print PDF for Monthly Statement in the Monthly Statement Email Notification. The customer is looking to have a public print link for Activity Reports like sales orders, Invoices and POs in the email merge fields for portal content and Notification messages | Frequency: Every time a Monthly Statement is emailed to customer | Would like for the customers to be able to click a merge field hyperlink to have the option to download a PDF of the Monthly Statement directly from the email
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Can you put the print PDF here in this Statement Email too, instead of the PDF link portal link? | Previously accomplished: Currently to view the Monthly Statement when emailed to customer must be done in the Customer Portal
StrivenID: 5081101