Customise a saved search which automatically sends email alert to sales reps when new sales order are entered

Go to list>search>saved search>new>transaction

-Under criteria tab> standard subtab

type= sales order

main line= True

Date is within today

-Under Results tab>column subtab

number, name ,amount,sales rep fields are added

-Under Email tab mark send email alert when records are created/updated

-Go to specific recipients tab add an employee name

Receipts from results tab add salesRep

-Customise message set the from and subject to be included in the email. Also select the type of result file to be attached

-save

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