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How to notify the team when a Case, Return or Parts Request is created, received, etc.

You can create a new business rule to alert or notify the team when a Case, Return or Parts Request is created, received, etc. Here's an example of a Return Notification.

Under Settings - Business Rules you'll find the Team Notify options:

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To create, click the "New Return Notification" button and choose the condition(s). 

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The Update Type that triggers the rule can be "Return Created," Return Tested," etc. 

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Then choose the action(s). You can send notifications to All Active Users or choose individual users. 

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Lastly, click Save to save the business rule. 

 

 

 

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