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Email notifications for assigned Activities

Last post 05-28-2015 2:06 PM by Method_Audisho. 1 replies.
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  • 05-28-2015 1:02 PM

    • Wayne
    • Not Ranked
    • Joined on 02-26-2015
    • Posts 5

    Email notifications for assigned Activities

    Is there an option to disable email notifications for assigned tasks? There are times when the emails are overkill, actually a nuisance. It would be nice to have the option to not send the email notices what asigning or reassigning an activity.

  • 05-28-2015 2:06 PM In reply to

    Re: Email notifications for assigned Activities

    Answer

    Hi Wayne,

    You can do this, but you’ll need to perform some very basic screen customization first. The CRM_NewActivity screen contains 2 checkboxes labelled “Email Activity notification?” & “Email Follow-up notification?” in the section of the screen labelled Hidden Section at the very bottom. You will need to select the Show link for the contents to be displayed. Simply drag these checkboxes somewhere into the Add / Edit Activity section so that they are no longer hidden.

    Don’t forget to select Hide on the bottom section and then save and publish the screen. These checkboxes will control if an activity notification email or activity follow-up email are sent when the activity is saved. You can even toggle the default status to be checked or unchecked.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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