Can someone tell me how to setup an alert when a check is created? Thanks
j
Justin B
01/24/2023, 9:25 PM
Create a saved transaction search with Type = Check and whatever other criteria and results you want. Then use the Email subtab and the "Send Email Alerts When Records Are Created/Updated" to send the email alert to your users.
d
DJ Moore
01/24/2023, 9:33 PM
awesome thank you. sorry just getting the hang of things