Does anyone know if you be notified when a new sales order is entered for a customer?
a
Aries
11/30/2021, 8:31 PM
Not without a saved search notification or a notification via a workflow.
c
Chris
11/30/2021, 8:33 PM
Thanks! That's what I thought but someone thought otherwise..
So in general, I would need to create a saved search for that customer which showed SO's by date created, correct?
a
Aries
11/30/2021, 8:37 PM
Yep and then new records created/updated option in the email section of the search, something like that.
c
Chris
11/30/2021, 8:37 PM
@Aries You are amazing! Thank you for validating my suspicions
s
Sandii
11/30/2021, 8:49 PM
These tend to be a pain to track down later to figure out what is emailing people if you don't have a clear process. I personally would prefer a workflow to handle this than having to track down what saved search is doing it.
c
Chris
11/30/2021, 8:50 PM
Oh... That's a new idea > So create a workflow that capturers this information and then does what? @Sandii