Method:Classic Expense Reports

Re: Notify supervisor an expense report is ready for approval

Method_Michael — Fri, 09 Dec 2011 19:41:14 GMT

kjculbertson-

On the default screen it does not send out any emails that notify the supervisor that a report has been submitted.

You can take a look at the CRM_NewActivity screen and reverse enginner its email process and add that to the submit process for an expense report.

-Michael

Notify supervisor an expense report is ready for approval

kjculbertson — Fri, 09 Dec 2011 17:23:06 GMT

Is there a way to notify the supervisor that an expense report has been submitted and is ready for approval? I was going to try to see if email templates could be triggered automatically, but I am having trouble finding documentation on creating email templates.