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send email to owner...
 
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Questions send email to owner id on opportunity

 
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Last Post by Tim Rodman 6 years ago
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Aaron Thomas, CPA, CITP, CISA, CISM, CRISC, CCSFP
Posts: 5
 Aaron Thomas, CPA, CITP, CISA,...
Topic starter
January 27, 2020 4:42 pm
(@aaron-thomas-cpa-citp-cisa-cism-crisc-csf)
Member
Joined: 7 years ago

In the notification templates there is a lookup next to the "To" field. I'm give a list of predefined email codes.  The one I am looking for would be to send an email to the Owner ID on an opportunity.  I don't see that in the list on the CR3040PL screen.  Any thoughts on how to add or what the code would be for the owner ID?


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owner ID notification template
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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
February 20, 2020 8:26 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Opportunities (OP000390) is the actual data entry screen. If you select that screen on the Notification Templates (SM204003) screen, then you can populate the To field with Opportunity -> Owner -> Default Contact -> Email.


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