Overview
Email Mapping rules for the Customer Specific Requirement process have been made available, allowing the creation of custom rules to notify additional people based on a set of criterias
Concerned profiles:
SALES MGR / DIR SALES REPS TECH. TEAM & SALES DEV. CUSTOMER SERVICE & CS MANAGER SUPPLY CHAIN & QUALITY STRATEGIC MARKETING CORPORATE SALES & MARKETING DATA STEWARD / ADMIN OR "ALL"
Table of content
Step-By-Step
I. Check the template and save it | ||
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Open the Excel file attached to the Freshdesk ticket.
Click on the EMR Create, update or Deletion tab and check that the template is properly filled |
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II.Please follow the same process to Create/Update /Delete the Email mapping rules through Data Loader ==> Email Mapping Rules | ||
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a) To create, Please select the correct record type as CSR Email mapping rules. |
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b) To Update, Please click on the edit button, do the changes and save the record. |
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c) To delete, Please click on Delete button to delete the Email mapping rules. |
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