Saved Search Email Alerts

You can use a saved search to set up email alerts for a subscription, a subscription line, or change order records to monitor when it is created or updated, or when specific fields you define are updated.

To set up an email alert on a subscription:

Go to Transactions > Subscriptions > Create Subscriptions > Search.
From the Subscription Search page, select Personalize Search.
From the Personalize Subscription Search Form, select More Options.
Select the criteria and results you want for your email alert.
Select the Email tab.
Check the Send Email Alerts When Records Are Created/Updated preference.
Select the recipient of the email. The email recipient can be an internal email address using an employee, or a customer email using a join.
Check Send on Update and Show Recent Changes, which creates a recent changes section of the email alert sourced from the system notes on the record.
Click Add.
(optional) Select Updated Fields to set up an email alert to be sent when specific fields are updated.
(optional) Select When Old Value Is or When New Value Is to send an email alert only when the values of the selected field are changed. The Recent Changes section has a more detailed view, sourced from system notes, of each record showing the type of changes, which field values are set or changed, and the old and new values.
Click Save to save the search.
Go to Transactions > Subscriptions > Create Subscription.
Fill out all of the information for the subscription. To learn how to complete a new subscription, see Creating a New Stand-alone Subscription.
Click Save. You will receive an email alert similar to the following image.

The email alert header is sourced from the results tab of the saved search. The Recent Changes section has a more detailed view of the type of changes, which field values are set or updated, and the old and new values.

General Notices