Adding fields to Opportunities that triggers email to send

MelissaG — Mon, 19 Aug 2013 20:33:31 GMT

Hello! I'm trying to add a field that assigns an operations person to an opportunity when it is created. I want this field to send an email notification to the operations person when they are assigned an opportunity. I have it programmed with:

1. Start Conditional Statement >> Value From Screen >> Operations >> Not equal To >> Value From Session >> User - User Name

2. Enter Value Into Field on Screen >> Email Opportunity notification to user when saving? >> Type In >> Yes

2. End If

It's not emailing the operations contact, however. I think I'm overlooking something basic, but I'm new to Method, so I'm not sure what that is. Any feedback would be appreciated.

Thank you!

Melissa

Adding additional fields to reports

MelissaG — Wed, 07 Aug 2013 21:48:51 GMT

Hello!

I'm running an Opportunity report using the integration tools in Method. We had the programmers add additional fields to the Opportunities that allow us to enter the Vendor we purchased from, and the Cost of the purchase. I'd like to be able to output these two fields in the report, but they aren't coming up as options to add. I've tried using the report builder as well, but again, the options aren't there to add these two fields. Is there a way that I can add them?

Thank you!

Search results by user ID 6067

Adding fields to Opportunities that triggers email to send

Adding additional fields to reports