–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… Continue reading Customise a saved search which automatically sends email alert to sales reps when new sales order are entered
Tag: sales rep details
GROSS PROFIT REPORT BY SALES REP
Go to Reports -> Customer/ Receivables -> Customer Profitability report Click customize button Remove Customer column Add Sales Rep Name from the Folder Customer/ Project. Check the Group field to show the report results grouped by sales rep name. Save the report
Send sales rep Email with Attachment via Scheduled Workflow
Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria Click Standard Filter: Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow
Get Sales Rep details of a customer from NS to web site
Get the customer id from website and search for the sales rep details and returns it