Scheduled email serves a regular update on the saved search results. Saved search results mailed according to the scheduled and also gives alerts when there is any add or update. it can be sent from search owners email address, or default address as company preferred. and also we can customize the content on the message… Continue reading Scheduled Email through Saved Search
Tag: scheduled saved search
Activity Search
We have to create a Automated Email Report daily that send contact activities at 7.00am .The fields that we required in the Search are:- Customer ID Contact: Name and Company Name Activities from under the Communications tab Phone call “Status completed” Event “Status complete” Task should be excluded Message notes from within the “Phone Call or Event” Last Modified Date… Continue reading Activity Search
Sales Order, Work Order, and Shipping planning & scheduling
Requirement: Some customers are highly important, and they frequently buy, the system, should remind the sales team to communicate with the customer regularly based on his buying pattern. Assumption: Send the email to the sales rep on the customer record using search. And now we have considered the buying pattern as if customers haven’t generated… Continue reading Sales Order, Work Order, and Shipping planning & scheduling