l would like some mechanism to generate email notifications to a Record Manager OR any other email address in response to a specific change in the database. For example, the MD might be interested is being notified when an opportunity stage changes for a few key contacts, or when their record is updated at all, for example, when a meeting is scheduled. or when a History is added.
Critically, the email must contain the name of the Contact/Opportunity/Group that changed and a brief description of what changed.
e.g. "The Contact Andy Harrison has been updated by Chris Huffman. Meeting scheduled 08 November 2017."
I think this is a good idea Jeff and Kudo'd it.
But I would respectively suggest that the MD etc would be advised to purchase an Act! licence and get to use our system!
Agreed David. This originally came from a request that certain managers (most of whom were in fact Act! users) could be made aware when the troops were making contact or interacting with VIP clients.
These managers don't often look at Act!, but do constantly monitor their email. In addition, some people didn't actually have Act! but just wanted to keep up to speed with what's going on.
For most people, email is still a common currency.
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