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:

OR "ALL"

Table of content

Step-By-Step

I. Check the template and save it
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

II.Please follow the same process to Create/Update /Delete the Email mapping rules through Data Loader ==> Email Mapping Rules
a) To create, Please select the correct record type as CSR Email mapping rules.
b) To Update, Please click on the edit button, do the changes and save the record.
c) To delete, Please click on Delete button to delete the Email mapping rules.

Overview

Table of content

Step-By-Step

I. Check the template and save it

II.Please follow the same process to Create/Update /Delete the Email mapping rules through Data Loader ==> Email Mapping Rules

a) To create, Please select the correct record type as CSR Email mapping rules.

b) To Update, Please click on the edit button, do the changes and save the record.

c) To delete, Please click on Delete button to delete the Email mapping rules.

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