Hi
I am having a problem trying to get Nintex to group by and send out an update email to that group.
In short I have a list with two fields, primary contact and who their account is. I want a workflow that will group all the accounts listed to the individual contact and send out an email monthly to that individual for them to if they still cover their accounts… I’m new to Nintex and tried a few things and was not able to get them to group together. Any ideas?
Here is an example of the data:
Customer Account # Sales Rep
Dons Bakery 121 Dave Williams
Dons Bakery 131 Dave Williams
Dons Bakery 140 Dave Williams
Dons Bakery 201 Dave Williams
Spa West 500 Mario Davis
Spa West 501 Mario Davis
Spa West 800 Mario Davis
Spa West 1512 Mario Davis
Spa West 1800 Mario Davis
Spa West 1801 Mario Davis
Spa West 1802 Mario Davis
Spa West 1854 Mario Davis
Spa West 1895 Mario Davis
Spa West 1900 Mario Davis
Spa West 20000 Mario Davis
Atlantic 100 Janet Rogers
Atlantic 150 Janet Rogers
Atlantic 151 Janet Rogers
Atlantic 168 Janet Rogers
Atlantic 175 Janet Rogers
Atlantic 2 Janet Rogers
As you can each account number is unique ( no rhyme or reason to the numbers), and each sales rep only serves one customer. My goal is at the end of month to send out an email to say Fave Williams, and ask him to confirm that those account numbers are still accurate ( they have a tendency to change) and still corresponds to those sales reps.
