Hey,
We can do that with Method, I would categorize it under Intermediate to Advanced.
There a few different routes to take. here is one approach working with the Contacts Table:
1) Add a Grid object and attach a Filter to the Grid: (where 'Tag' = to the Tag you have chosen)
The Grid now shows the list of your Customers from the correct Tag group.
2) On the Contacts Table there is a field called 'Balance' - add that to the Grid. Set a Filter that has Balance Greater Than 0
3) Now we need to retrieve the last invoice date and determine if it falls after the Overdue date (X).
Using a SQL Override we can pull that date from the Invoice table onto our Grid. Start by adding a new field to the Contacts Grid 'LastInvoiceDate' then go back into the Grid object add that field and click Advanced and the SQL we will be using will be:
select Max(viewaccInvoice.TxnDate)
FROM viewaccInvoice
WHERE viewaccInvoice.Customer = viewContacts.Entity
If you are unfamiliar with SQL this is pulling that last(max) transaction invoice date from the invoice table.
Now the tricky part, filtering the Grid to only show Invoices greater than X (overdue).
OnScreenLoad you will need to Retrieve the current date from Session, using the Date Function you can take that and calculate which Overdue date range you want (i.e. > 3months). Assign that to a field on screen, now in the Grid you will need to filter LastInvoiceDate to that field on screen. (you can hide that obj on screen).
4) Lastly we need a button to send out the emails. You can add a button obj and add an event OnClick that will Loop Through the Grid, within the Loop add a Send Email action where the Email To: field will be equal to Value From Row = Email.
This action will take quite a bit of time since it will be Looping Through each record and sending an email.
If you're unfamiliar with customization, I'd suggest going over our Customization Webinars before attempting a project like this. We also have in-house consultants that can help you with a project like this or alternatively you can contact a Method Solution Provider. If you'd like to speak with a consultant, please let me know.
- Mortaza