Method Community

Is there a way for me (as the administrator) to receive notification emails everytime any user creates or edits a lead, customer, opportunity, or activity?

All the email notification would need to say was the users name and what they created (activity or opportunity...), and the ID of it. 

Basically, i would like to know when anything happens, mostly because I am training a need to double check the work of my employees.

I would at least like to know when a new opportunity or activity is created, if possible, if the above is not possible.

Thanks

Hi Cameron,

You can check the Audit Trail under QuickBooks > Audit Trail in Method, if you'd like to look something up.

If you want it in email, you could add a Send Email action to the Save function on your screens. You'd most likely want to build the body of your email into an Action Result using the Character Function. Anything else would probably be static and you could set it so within the Send Email action.

Hope this helps.

- Justin

Could you please explain you comment... "You'd most likely want to build the body of your email into an Action Result using the Character Function. Anything else would probably be static and you could set it so within the Send Email action."

How would I build the body of the email with the Action Result and Character Function? I've never ceated a Send Email action.

Hi Cameron,

Let's take a look at the Send Email action:

Most of the fields here would be static (the same every time), whereas your Body field would be dynamic (changes depending who edited what, etc.). For the static fields, you'll simply enter them into the Send Email action above. For the Body, you'll have to build an Action Result dynamically, which you can then select on this screen. You can use the Character Function action to accomplish this.

First we need to decide what to say. I'll go with something like "[User] created [Lead] on [Date]." for my example. First we'll need an Action Result to start with, so let's go ahead and create an Action Result with the first part of our message:

Above we're taking the username of the currently logged in user (whomever pressed the button and triggered the action set) and assigning it to an Action Result, "arBody". We'll then want to use the Character Function to join it with the next word, "created":

Here we're taking our Action Result arBody (which currently contains "[User]") and joining it with a space to the word "created". We're then saving the result to the same Action Result, arBody, which should now contain "[User] created".

In the same way, you can add the newly created Lead's name to the Action Result, then whatever else you'd like to follow. You'll then be able to select this Action Result in your Send Email action, using it as the Body of your message.

You'll want to change this slightly of course, depending on which screen you're on. For example, on the New Customer screen you'd probably want something like "[User] created [Customer] on [Date]", whereas on the Edit Opportunity screen you might want to say "[User] edited Opportunity [OpportunityNumber] on [Date]."

Hope this helps. :)

- Justin