Status change notification section
Use this section of the form to identify the notification recipients for specific status changes in the record.
Item | Description |
---|---|
Add Status | Adds a status. Click this action on the section bar and select from the listed choices. Click OK. The form adds the line items in the section. |
Add People | Assigns a person to a status. Click the name of the status. The form shows the notification recipients. Click the Add People action and select from the listed people. Click OK then click the Save and Close action. The form adds the people to the line items in the section. |
Delete | Deletes a status. Click the name of the status. Click the More > Delete action. |
On Status | The status on which the notification is sent. |
Person | The name of the recipient. |
Role | The contact role or functional role of the recipient. |
Sent | The date and time when the notification was sent. |