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April Durant

Creating E-Mail Notification on Account Level - Newly Added Account Field not available to select in Filter Area

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I am trying to set up an e-mail notification at the account level to send and e-mail notice to the Account Manager, for each Tier 1 Account (new Account level field that I have added) if the account manager has not had a Meeting with that account within the last # of days. I can add filters to the Notification for The Account Manager and Date of Last Meeting however the new filed I created "Account Tier" is not available in the drop down list when setting up filter criteria for the e-mail notification.

Looking for assistance adding field to the filter criteria for the notification I am creating.

Here is the field I added:

Here is the screen for setting up the notification - I want criteria 3 to be Account Tier = Tier 1 but I don't get that field when using the drop down list and I cannot add it manually:

  • 0

    Guess you are using an integrated system if you are using the account entity.

    I would create a view that joins the company to the account, then I would add a new field to one of the entities such as 'comp_emailsent'.

    You can then set a trigger against the escalation rule that will be able to use fields from the company and the account.

  • 0

    Have you looked at using an escalation rule instead of a notification?

    The ability to add 'Trigger SQL Clause' does give you a greater range of criteria.

    You will need to add a 'last notified date' field to ensure it is not consistently repeating (updated by an action).

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