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.
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:
Step 1: Go to Admin > System > Miscellaneous > Evosus Notification.
Step 2: Under the Events column, click on 'Sales Order Audit Log Item Changes.'
Step 3: Uncheck the Manager, Supervisor, or Employee name from the Selected column.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
Did you find it helpful?Send feedback