Scenario

Sales reps regularly monitors newly created orders that are entered under their name. You can create a saved search to sends email alert to sales reps automatically when there are new sales orders generated. This allows them to respond to their customer's order on a timely basis and also be updated on their sales standing.

Solution

1. Navigate toLists>Search>Saved Searches>New
2. ClickTransactions
3. Filter:
   • SelectType
     • SelectSales Order
     • ClickSet
   • SelectMain Line
     • ClickYes
     • ClickSet
   • SelectDate
     • Date:Within
     • SelectToday
     • ClickSet
4. ClickResults
5. ClickRemove allbutton
6. Field:
   • SelectDocument Number
   • SelectName
   • Select Amount
     • Note: above fields would show in the email message, you can add more fields as desired.
7. ClickEmail
8. MarkSend Email Alerts When Records are Created/Updatedcheckbox
9. ClickRecipient from Results
10. Recipient Field:
    • SelectSales Rep
    • ClickAdd
11. ClickCustomize Message
    • From:EnterFrom email, for example,"John Doe" <jdoe@email.com>
      • Note:This represents the From Address for the Emails Alert. Please follow the strictly format including the "" and <> marks. If this field is blank, emails are sent from the email address defined as the From Address for Search Emails at Setup > Company > Printing, Fax & Email Preferences, on the Email subtab.
    • Subject:EnterNew Sales Order Submitted Email Alertor as preferred
    • In the body of the message, you can follow the template below or create your own based on it:

Dear {salesrep},

A new sales order was created for {name}.

Please see the details below:{results}

Note:The {results} tag would return the search result in the message body.

1. ClickSave & Run