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
*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.