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Notify supervisor an expense report is ready for approval

Last post 12-09-2011 1:41 PM by Method_Michael. 1 replies.
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  • 12-09-2011 11:23 AM

    Notify supervisor an expense report is ready for approval

    Reply Contact

     Is there a way to notify the supervisor that an expense report has been submitted and is ready for approval?  I was going to try to see if email templates could be triggered automatically, but I am having trouble finding documentation on creating email templates.

    KarenC

  • 12-09-2011 1:41 PM In reply to

    Re: Notify supervisor an expense report is ready for approval

    Reply Contact

    kjculbertson-

    On the default screen it does not send out any emails that notify the supervisor that a report has been submitted.

    You can take a look at the CRM_NewActivity screen and reverse enginner its email process and add that to the submit process for an expense report.

    -Michael

     

    Michael Melo
    Customization Solution Specialist
    Method Integration Inc.
    E-mail: m.melo@methodintegration.com
    Website: http://www.methodintegration.com
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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