I'm looking for a setting that will automatically send an email to a client once a tech adds information to the "Work Performed" section of the Service Order. Or, is this currently not available?
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Auto email client "work performed"
Tony Amsler Education Account Mgr, Infrastructure Technology Solutions
Phone: 319-465-4463
Email: tony@iowadatacenters.com
Website: www.iowadatacenters.com
Address: 22068 Business Hwy 151, Monticello, Iowa 52310
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Tony,
I don't think that particular workflow is available. However, you could create a status "Waiting on client" for example and whenever the tech updates the work performed and awaits client input, the tech would change the status to the above and you could generate a workflow based on the status change event to email the work performed to the customer.
HTH,
Ed
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Originally posted by tamsler View PostI'm looking for a setting that will automatically send an email to a client once a tech adds information to the "Work Performed" section of the Service Order. Or, is this currently not available?
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