Questions send email to owner id on opportunity

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Last Post by Tim Rodman 5 years ago

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Aaron Thomas, CPA, CITP, CISA,...

Topic starter

January 27, 2020 4:42 pm

(@aaron-thomas-cpa-citp-cisa-cism-crisc-csf)

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Joined: 6 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

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February 20, 2020 8:26 pm

(@timrodman)

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Joined: 9 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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Questions send email to owner id on opportunity

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