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Sending grouped records as an email

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  • Sending grouped records as an email

    HI,
    I wanted to ask if there is a possility to somehow group records for example cases according to some field and then automatically send these grouped records as an email

  • #2
    Hi,
    By default, you are able to create a target list and use mass emails. W / o code change Target List supports Accounts, Contacts, Leads, Users https://www.espocrm.com/documentatio...t-target-lists.
    For Case, I think there are 2 possible ways:
    1. Extend the ability of target list to group the Case records;
    2. Use Report and scheduled Workflow from Advanced Pack.

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