Home > CRM, CRM iPhone, CRM Mobile, Javista, Microsoft, Microsoft Dynamics, Workflow > Automating Task Notification

Automating Task Notification

If you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow is based the Task activity, but you can perform the same process on other activities as well. The workflow will execute when the record’s status changes. Here is a quick picture of how it is configured.

clip_image002

Our first check is to see if the Task was closed with either a Completed or Canceled status. If so, then we check the owner. Is it the same person who created it? If not, then we will send an email to the creator of the Task, using the following email:

clip_image004

When published, the workflow will generate an email that looks like this:

clip_image006

Cheers,

Mitch Milam

mscrmiphone

Simplify your life with JavistaCRM

 CRM for iPhone

Download JavistaCRM on iPhone v1.5

Start your trial experience of JavistaCRM

FAQ concerning JavistaCRM

Question, Feedback or to be a partner

Advertisements
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: