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Articles tagged #EMAIL NOTIFICATION
Articles tagged
#EMAIL NOTIFICATION
CRM

Deselecting Notify Attendees by Email Still Sends Out Emails to Event Attendees

Emails are still being sent out even after deselecting the Notify Attendees by Email checkbox in an Activity Record (E.g. Event Record).

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Basic Accounting

Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved

Scenario

User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.

Solution

The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:

1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
  • Type : is Journal
  • System Notes : Type : is Change
  • System Notes : New Value : starts with Approved for Posting
6. Click Email tab
  • Send Email Alerts when Records are Created/Updated: Enter Checkmark
  • Recipient From Results:
    • Send on Update: Enter Checkmark
    • Recipient Field: Enter Created By
7. Search Title: Enter Title
8. Click Save & Run

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