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11.10. Automatic Workflow Email notifications

Workflow trigger notifications now will be sent automatically in the background, and not from the email of the person triggering the function.

 

For example, when a CSR releases an order it triggers a Thank you note with the eStatus links; this will now be addressed from estatus@storr.com.  In the past it would have been addressed from the CSR's email box.

 

We are making this change to support emailing of an automatic email when the order is Fully Acknowledged (starting in Raleigh currently). We can only have one type of email setups for all workflow triggers and this notification demands a background process.

 

CSR's you will not have the ability to intercept the pop up email for the few customers you might not want to get the eStatus notification.   Therefore you need to be proactive when setting up the quote/order You need to do this for the customer contact at either the contact assignment for the order or the Contact Master file under workflow triggers.

 

To turn off a specific contact in all cases (only in special cases) (orders – Contacts), then click on the workflow trigger.

 

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Most often you may want to turn off for a specific order

 

Quote and Orders start with defaults from the customer master

In the order or Quote, Options – Contacts

Open the assigned  contact and pick workflow triggers.  Toggle Order release for eStatus notification depending if you want to go.