Friday, February 1, 2019

Automated Process of Reminding a Customer of an Open Estimate that is about to Expire

Below are the steps on creating a Saved Search that is used in sending an automated email to a user whenever an Estimate is about to expire.

1. Navigate to List>Search>Saved Searches>New.

2. Choose Transaction for the Search Type.

3. Under the Criteria tab add the following filters:

  • Main Line | True
  • Type | Estimate
  • Due Date/Receive By | is on (choose a date range in the list)

4. In the Results tab, add the all the fields that is needed to see in the result. Please take note to include the Email field.

5. Under the Email tab, check the box for Send Email Alerts When Records are Created/Updated.

6. Click Save & Run.

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