Friday, December 14, 2018

Send an Email Alert to Sales Rep when the Case Status is Updated to closed

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Case
2. In the Criteria tab > Select Status is Closed
3. In the Email tab > Mark the box for Send Email Alerts When Records are Created/Updated
4. In the Recipients from Results subtab, add Customer Fields...:Sales Rep

NOTE: Send on Update box should be also checked. Navigate to Customize Message subtab. In the Subject field, you may also add your desired subject that will display when the sales rep receives the email alert. (e.g., Alert: Closed Case)

5. Set the search to Public.
6. Enter a Search Title.
7. Click Save & Run.

No comments:

Post a Comment