Follow

ID165 - Sales Orders missing Contact & email, Overview & Sample

In order to email your customers on the status of their sales orders we need a contact with an email entered on the order in the "Ordered By" field.

ID165 will alert your order processor/person who created the order in eAutomate if they forget to link a contact, highlighting “No Contact Associated” error.

Sample Output:
Zendesk.png
To link a contact: Select the contact in the drop down list in the “Ordered By” field.
Zendesk.png

Create a new contact record.
Zendesk.png

Zendesk.png

 

See ID886 for an end of day summary of orders that did or did not have a contact and email linked. 

If you attach a contact but they have no email and you wish to exclude that contact from this alert see this link.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk