Smart Event - New Customer Email

This Smart Event sends an email when a new Customer is created in Sage Intacct. My customers have asked for this when they want the sales department to know that the new customer is now created and a sales order or quote can now be created.

Navigate to the Smart Event Wizard either by Customisation Services or Platform Services > Smart Events > Add

The wizard guides you through the process of designing your smart Event

Step 1 Choose object to extend | Owner object Select Customer | Click Next

Step 2 a. Select event properties Action Select Email | b. Events Select Add | c. Condition Enter {!CUSTOMER.CUSTOMERID!} <> "" | Click Next

Step 3 Select Email Properties Email Enter The email address* | Subject {!CUSTOMER.CUSTOMERID!} {!CUSTOMER.NAME!} Created | Body Enter the Text for the body of the Email | Click Next

 Step 4 Select deployment options Smart link ID Enter AR_NEW_CUSTOMER_EMAIL | Description Email sent when a new customer is created | Status Active | Click Save

*In a later blog we will look at using dynamic rather than static email addresses.