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Tips When Sending Email From Saved Search


1. Make sure the search result populates correctly and all fields are present.

2. In Search > Email tab > Send Email Alerts When Records Are Created/Updated checkbox is enabled

3. Under the Specific Recipients subtab, add the users that should get the notificiation

4. For each user, check Send On Update

5. Under the Updated Fields subtab, add the field

In this example, we want an alert that triggers the changing of transaction status from Open to Closed.

6. Click Save & Run


For more details, see the following:

Michelle Jabanes | Ask a Guru

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