CloudLink Ideas Portal

Send a copy of any 'Note' that is created to the originator

This will help the Rep be aware of all communications that are taking place on his quotes/orders.

  • Deborah Styring
  • Jan 20 2021
  • Already exists
  • Attach files
  • Deborah Styring commented
    December 13, 2021 15:45

    Court,

    Currently, within the Manage Leads/Opps Recipients screen you can specify a certain person to receive emails, including Notes. However, we don't have the option to copy Notes on a more role-based basis, which is I think what we need. I think the preferred solution was to have something similar to COTI where you could choose to 'Notify' any user(s) when a note is added to the opportunity. I don't see where this functionality exists and it would be super helpful. Thanks.


    Deborah

  • Court Laslop commented
    December 08, 2021 20:42

    Hi Deborah,

    From the context in this idea, we believe this functionality already exists through process, workflow and training.



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