Wednesday, July 3, 2019

Create Event Saved Search that Send Email Notification to Company on the Related Record Tab

Alternative solution is to create a Custom Field that will get the email of the standard field under the Related Records Tab.

Create a Custom Field :

1. Navigate Customization > Lists, Records, & Fields > CRM Fields > New.

2. Enter a Label.

3. Type is Email Address.

4. Applies To: Event.

5. Sourcing and Filtering :

  • Source List : Company
  • Source From : Email

6. Save and Apply to Forms.

This will contain the Email address of the entity specified under the Company field on the Related Records Tab. On a Event Saved Search this field will be available as an option under the Recipient From Results subtab (Email tab).


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