Showing results for 
Search instead for 
Do you mean 

Email Alerts for Adding Notes, Smart Task?

Avid Listener
Posts: 8
Country: USA

Email Alerts for Adding Notes, Smart Task?

We are running 2013 Premium for Web.


When a different user (ie. a sales manager) adds a note to an opportunity, the record manager (in our case the salesperson) is not aware of that, unless they go in to each opportunity and look at the date/time of the note at the top of the list. Our sales managers would like to have an email notification sent to the record manager/salesperson when they add a note to an opportunity.


Currently the solution is to show the 'Edit Date' and 'Last Edited By' columns in the Opportunity list view and t have the salespeople sort the date column. Not very efficient and any changes made to any field in the opportunity will be represented as the last edit, whether it was a note or something as unrelated as adding a user to the limited access list.


I am somewhat new to the program and have combed through smart tasks to no avail. Does anyone have any suggestions, native or add-on? Thank you in advance.

Copper Super Contributor
Posts: 128
Country: USA

Re: Email Alerts for Adding Notes, Smart Task?

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory