Thursday, June 13, 2019

Notify Sales Reps for Sales Orders Created via Customer Center

To notify Sales Reps for Sales Orders created via Customer Center, please perform these steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction as the Search Type.

3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:

*Type = Sales Order

*Main Line = T (Yes)

*Source = Customer Center

Results tab > Columns sub tab:

Include the information that you want to be displayed when you run the search. The information selected here will be the content of the email sent to the sales rep

Email tab:

*Send Email Alerts When Records are Created/Updated = T

Email tab > Recipients from Results sub tab:

*Recipient Field = Sales Rep

4. Save & Run.

Note: The assigned Sales Rep on the Customer record must have a valid email address under Email field on the Employee record to get the email alert.

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