Content was last updated in 06.01.05-00
Support has been added in R2Labor and in R2Core, to have the concerned teams/persons intimated when ‘A New Company’ is created in R2CRM module is synced into R2 as a Project, so that Project Support team can start planning orders for that Project.
R2CRM users create Company, fill in mandatory details and select the Synchronize R2 field, as shown below and saves the Company and then the alert is triggered to the recipients in the rules configured for the same:
For an example of the rule, see Prerequisite
Company saved with "Synchronize to R2" checked should send an E-mail notification to the concerned recipients in the rules configured for the same.
This notification should be triggered only once when A New Company is pushed to R2.
This means:
Whenever 'Synchronize R2' is set as False to True and New Company is saved, it should send notifications.
When the user modifies any details in an existing Company (which already has 'Synchronize R2' is set to True) and saves it, NO Notification is sent.
Alert E-mail template can have the following Company details: [Details are mentioned in the E-mail, as per configured template].
Company ID
Company Name
Description
Industry Type
Status
Rating
Web
Category
Prospect/Customer/Suspect
Join Date
Main Address
Address
Street
City
State
Zip
Country
Billing Address
Address
Street
City
State
Zip
Country
Company Type
Phone Number
Country Code
Phone Number
Extension
Sales Person
First Name
Last Name
Company Contact
Full name
E-mail address
City
Business Phone Number
Mobile Phone Number
Direct Phone Number
The rule that triggers the alert should be pre-configured in the system.
Go to R2Labor > CRM > Company > Create New Company.
Fill-in the necessary fields.
Select the Synchronize R2 field.
Click Save and Exit.
This will trigger the E-mail rule as configured.
