Hi all,
Would anyone happen to know how to create a saved search that captures any update/new entry under the Item Pricing tab on the Customer Record?
b
battk
03/30/2020, 9:46 PM
closest with a saved search alone is probably adding columns for Pricing Item, Item Pricing Level, or Item Pricing Unit Prices and setup the saved search to Send Email Alerts When Records are Created/Updated
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s
Steve Preston
03/30/2020, 10:05 PM
Thank you
k
KevinJ of Kansas
03/31/2020, 3:34 PM
I would be fairly thoroughly shocked if this triggered when the only edit is done to a item price. You could make part of the process checking a box (or unchecking it) to trigger the email send.
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Steve Preston
03/31/2020, 10:12 PM
We managed to figure out a work-around for this, thank you for the suggestions