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EPDM Notifications

Question asked by Ryan Dietz on Feb 25, 2013
Latest reply on Mar 14, 2013 by Russell Abraham

Ok we have a good one.

 

We are running EPDM 2012 SP1 and have not turned our system notifications on just yet. We wanted to see who would scream and when. Well they have started. Here is my issue. We use EPDM as a tool for the Sales force to submit projects requests (designs, samples, costing....) into the buisness. What sales wants is to have a notification given to them when the project leaves the engineering state. Easy enough....here is where it gets hard.

 

We have a 100 or sales people, 5 or 6 sales managers, and 3 sales coordinators. No one wants the other guys notifications.

 

For example:

 

Joe is a sales Manager who has one sales coordinator and 16 sales people that report to him. He wants his sales coordinator as well as himself copied on all notifications that his people put in but he does not want anyone else's. He also wants the notification to go to each of his reps but only the one's that are assigned to that project.

 

 

Is this possible? Help.

 

It just so happens that we have identified the account manager as well as the sales manager on the cards as varibles if that helps????

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