Hi if I use the activity and send and email to a customer it gets sent not problem so I know my mail connections are working fine. Howerver I am trying to use the list builder to send an outstanding invoice reminder, I populate listbuilder with the invoices, then I go to process the list and it asks me am I sure I want to send an email to very customer I say yes and thats it appears that all went well but none of my customers ever recieve the email. I know because I added myself as a test as well. If I choose to export to excel they export no problem, why wont they email ?
What I would like is a the end of every month to be able to setup a recurring task to auto send a list of outstanding invoices to my customers, so I might get paid quicker.
Also how do you change the default templates used when sending emails.