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Categories CRM App
Created by Guest
Created on Jul 5, 2022

Email notification type field should include actual object name

When is sent an email notification from Prospect CRM there is a section called Type that identifies the object type that the note was added to i.e. company, quote etc. What would be better is if the actual object name was also included. The open in Prospect button in the email takes the user to the object.

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  • Guest
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    Nov 9, 2022

    Data export to add file name and examples below and file attached:

    WIP Balances Due, Accounts Pipeline, Sales by Agent and Period


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