Insert reports in email without making it personalized
None
Hello Team,
Sending an email via AO is great but it is compulsory to have the acc or contact id populated to make it personalized. Our requirement is to send generic report and we donot wish to make it personalized. Any thoughts if this can even be done?
Regards,
Jahnavi
Sending an email via AO is great but it is compulsory to have the acc or contact id populated to make it personalized. Our requirement is to send generic report and we donot wish to make it personalized. Any thoughts if this can even be done?
Regards,
Jahnavi
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Thanks for sharing this use case. We can think of removing this restriction so that you are able to add other reports as well. This restriction is there for security purposes to prevent from accidentally sending reports which a customer should not be able to see.
We will prioritize this use case based on similar request from customers and update here accordingly.
Thanks
Abhishek S
Joe and I worked on this and we used the old copilot for this for now. But it would be nice to have in AO
Regards,
Jahnavi
Thanks for posting
The only way to send a report with no account or contact id in the filters is by using a "User" power list by choosing "Create power list for - User" in your power list. As of now this is not supported in AO(enhancement request here).