Scenario
Saved Search Email Alert when Bill Payment is Created from Bill
Solution
The following are the Saved Search steps to create a Saved Search Email Alert once Bill is Fully Paid:
1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction
2. Rename the Search Title
3. On the Criteria tab, enter the following filters:
- Type is Bill
- System Notes Fields... then New Value is Paid in Full
4. On the Results tab, add or remove fields as desired.
5. On the Email tab, do the following:
- Mark Send Email Alerts When Records are created/updated
- Under Specific Recipients tab:
> Enter User who wants to receive email alert
> Send on Update is Yes
6. Click Save & Run