As a heavy user of auto-alerts where different staff deal with different steps in a sale, I would like additional fields to be available
We would like to improve an auto alert we have and in order to do so we need more information:
Specifically the trigger is category added. Essentially we only have the Contact Name as a means to know who this is related to so can we get some more fields available:
Phone numbers
Email address
Maybe client ID so we can build a link (is that possible) or even just a link to the contact would be excellent!
Contact (and thus their phone, email, etc) is linked if the alert is set to create a Task, however there are many situations where the client needs to send an email instead. Only contact name is available in an email.
1
vote
Yvey Colla
shared this idea
This Feature already exists
When you get the Auto Alert there is a link to the Contact that was updated.