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JackDeeley

Workflow Email to Customer for Cases

Posted By

Hi,

I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address to #Pers_EmailAddress# but when I select the workflow option for Called - No Answer it comes up with "Attempted to send E-mail without any recipients: RuleId = 11230" and does not send an email out. We are using CRM 7.2.F.5

Any ideas as a bit stuck now

Cheers

  • 0
    Hi,
    What I understand from your above post is that you want to send an email to particular customer/person through below mentioned workflow rule.I tried this stuff in my system (i.e.7.2 b) and I found the same issue. The issue is due to absence of “EmailAddress” of the customer/person to whom you are trying to send an email. Please assign an email address to person and try whether you are able to send an email or not.
    Regards,
    Dinesh
  • 0

    Hi Dinesh,

    Thanks for your response, I have checked and there is an email address assigned to the person record and the company record as well.

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