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This topic contains 5 replies, has 3 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 7 months, 2 weeks ago.

  • Creator
    Topic
  • #9166

    steve curata
    Participant

    Hi there, first time here…

    I’d like to enable automatic email notifications for any new Notes left on Leads and Opportunities. I’ve looked in Entities settings for Notes, but I can’t see an option there. I’ve also looked at Configuration options under Configuration > Emails> Notification Rules > Create…, but there are only options to create rules for Calendar and Tasks, not Notes.

    What I’d like is an automated email sent to recipients whenever a new note is added to a Lead or an Opportunity, with the contents of the Note included in the email.

    Is this possible? Any help appreciated.

    Thanks
    Steve


    Digital Producer at Curata Web Solutions

Viewing 5 replies - 1 through 5 (of 5 total)
  • Author
    Replies
  • #9241
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Hi Steve,

    Yes, currently email notifications are available out of the box only for tasks and emails (though you can create a Note-based template). Looks like a bug—thanks for bringing up this issue, we will try to fix it ASAP.

    #9242

    steve curata
    Participant

    Hey Artem, Thanks for the reply.

    Can you please confirm back here when the fix is done? Very keen to get this working.

    Thanks
    Steve


    Digital Producer at Curata Web Solutions

    #9247
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Sure, will keep you informed.

    #33529
    vodvud
    vodvud
    Participant

    Hi Artem,
    Do you have update about enabling email notifications for opportunities and leads updates/comments?

    #33536
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Hi,

    Unfortunately not. The issue is still in our backlog.

Viewing 5 replies - 1 through 5 (of 5 total)

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