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 Configure Email Rules
Description:
In this guide we will explain how to configure Email rules and assign them to users in your system.

Steps:
1. Click on “Email Rules” button from the administrator panel.

2. Select user from the user list and click on “Add New Rule” button.
a. “Rule Type” dropdown list options:
1. “Field Change”: will fire in case selected field change (sections: b & c).
2. “Field Change To”: will fire in case select field change to selected value (section b & c).
3. “Field Change From”: will fire in case selected field value change from the value define (section b & c).
4. “Field Equal To”: will fire in case select field value is equal to the value define (section b & c).
5. “Field Not Equal To”: will fire in select field value is not equal to value define (section b & c).

b. “Field Name” dropdown list: option to select from all system available fields.

c. “Value” text field: valid value relate to selected field on “Field Name” option.

d. “Enable” check box: Enable/Disable the rule.

e. “Edit”: Update/Cancel rule.

f. “Delete”: Delete current rule.


 
Please note that you can define as many rules as needed per user.

 

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