Hello!
We added a custom checkbox field ("Billing Contact") to our CONTACTS module. If there are 10 CONTACTS belonging to a single ACCOUNT, any of the CONTACTS could have the "Billing Contact" checked. That means when we send a billing notice to that ACCOUNT each of the billing contacts should get a copy of the invoice.
Sugar is integrated with our billing system (QB), which sends out the billing invoices.
We'd like to create a non-display field on the ACCOUNT called "Billing emails" and then concatenate all of the CONTACTS email addresses together for CONTACTS who are checked as "Billing Contacts." So our non-display field would contain: "email1@email.com;email2@email.com...". We would then map this non-display field to our QB interface and QB would send the invoice to everyone.
I recently learned how to use the rollup functions (thanks to people in this forum) which loops through all related records to do math things. I was hoping there was similar functionality that would let me loop through all of the CONTACTS that are "Billing Contacts" and concatenate their email addresses together to suit our purposes. But nothing jumps out to me in any of the forums, documentation, or Google searches.
If anyone can suggest an approach to this that I'm not seeing, I would really appreciate it.
Thank you!
Bob
