It would be useful to have the ability for Prospect to send an alert to a pre-configured email address when an Order is created in the accounting system.
Andrew Symons has noted this is not the option he meant but that 'the notification should fire when the order is created in Exchequer and should also include the SOR number otherwise it is an incredibly manual process for the administration team as they have to keep checking for the order's existence and also find the order - when it could be more timely.'
I believe the Notification is only for the Prospect side of things ��� ie when a user converts it to an order in prospect the email is created which may be some time before the order is created in the Accounts package via the Automation. Ideally the notification would be after the order is successfully created in the Accounts system and an email could be sent to the notification address including the Sales Order no
Thanks
Andrew Symons
Managing Director [Corporate logo]
________________________________
+44(0)1795 413500
andrew.symons@sota.co.uk
300 Cornforth Drive, Kent Science Park
Sittingbourne, Kent, ME9 8PX [cid:image2ba8ee.JPG@480a0ce7.4d9297a0]
Any opinions expressed in this email are those of the individual and not necessarily those of Sota Solutions Limited. It is intended only for the person(s) to whom it is addressed and may contain privileged and/or confidential information. Accordingly, the copying, dissemination, distribution, or use of this message to any other person may constitute a breach of Civil or Criminal Law. Please notify the sender immediately if you have received this email by mistake and delete it from your system. [Sota Solutions Ltd is registered in England number 2346249]
This option already exists. You can search the system settings for "Notifications" and you'll find one called "Notifications for New Orders". This allows you to configure one or more email addresses to notify.
But obviously come back to us with more details if this isn't what you are looking for.
Andrew Symons has noted this is not the option he meant but that 'the notification should fire when the order is created in Exchequer and should also include the SOR number otherwise it is an incredibly manual process for the administration team as they have to keep checking for the order's existence and also find the order - when it could be more timely.'
Hi,
I believe the Notification is only for the Prospect side of things ��� ie when a user converts it to an order in prospect the email is created which may be some time before the order is created in the Accounts package via the Automation. Ideally the notification would be after the order is successfully created in the Accounts system and an email could be sent to the notification address including the Sales Order no
Thanks
Andrew Symons
Managing Director [Corporate logo]
________________________________
+44(0)1795 413500
andrew.symons@sota.co.uk
300 Cornforth Drive, Kent Science Park
Sittingbourne, Kent, ME9 8PX [cid:image2ba8ee.JPG@480a0ce7.4d9297a0]
Any opinions expressed in this email are those of the individual and not necessarily those of Sota Solutions Limited. It is intended only for the person(s) to whom it is addressed and may contain privileged and/or confidential information. Accordingly, the copying, dissemination, distribution, or use of this message to any other person may constitute a breach of Civil or Criminal Law. Please notify the sender immediately if you have received this email by mistake and delete it from your system. [Sota Solutions Ltd is registered in England number 2346249]
This option already exists. You can search the system settings for "Notifications" and you'll find one called "Notifications for New Orders". This allows you to configure one or more email addresses to notify.
But obviously come back to us with more details if this isn't what you are looking for.