Problem:

Manager, Supervisor, or Employee receiving action items when there are changes made to a Sales Order when they are not the Primary Sales Person associated with that Sales Order.

Resolution:

When a Manager, Supervisor, or Employee mysteriously start receiving action items when changes are made to a Sales Order when they are not the Primary Sales Person, the issue stems from a setting in Evosus Notifications. Evosus Notifications allows specific users to receive action items when certain changes are made to a Sales/Service Order. If a Manager, Supervisor, or Employee wishes to not receive these action items, follow the steps below:

  1. Go to Admin>System>Miscellaneous>Evosus Notification.
  2. Under the Events column, click on Sales Order Audit Log Item Changes.
  3. Uncheck the Manager, Supervisor, or Employee name from the Selected column.