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  • Hello Jamie, We use the Email Header to identify which saved search triggered the email alert. For more information, you can refer to SuiteAnswers article: Identify Which Saved Search Triggered the Email Alert Received (Answer Id: 23780). To check if the email was triggered by a Workflow, you can check the entity or…
    in Tracing emails received by users Comment by 3951210 Jun 21, 2013 3:55PM
  • Hello Chase, This can be done by creating a custom field that will be applied in Task, Event and Phone Call records. Please refer to the steps below: 1. Navigate to Setup > Customization > CRM Fields > New 2. Give it a name (e.g. Custom Field - Multiple Select) 3. On Type= Multiple Select 4. On List/Record= Customer 5.…
    in Assigning task/call to multiple customers Comment by 3951210 Jul 25, 2013 2:58PM
  • Thank you for the information. I did see this message when viewing the Sales Campaign, however we aren't trying to edit, just send an email via the campaign, which is triggered by the workflow? But I guess this means the same thing?! We have moved on now with using a Marketing Campaign instead. If we will send a Sales…
    in Send Campaign Email Error Comment by 3951210 Jul 25, 2013 4:16PM
  • Through further testing, we were using Sales Campaigns and it appears that only the manager of the sales campaign can have the workflow trigger. When we changed this to a marketing campaign, it worked fine for all users. Is this by design?! :h_a_w: Hello Tony, Per SuiteAnswers article Sales Campaigns (Answer ID: 9409), you…
    in Send Campaign Email Error Comment by 3951210 Jul 24, 2013 11:09AM