Problem:

A user receives an action item each time a service order is opened/altered/invoiced. He wants to be removed from that notification list.

Resolution:

Those action items are auto generated and cannot be turned off. Whenever someone other than the primary sales person makes a change to an order (add item, delete item, etc.), the primary sales person will receive a notification that there was a change to an order. 

For example:

  • If Joe is the primary sales person on the order and Joe adds a line item to the order,  there is no order change alert message.
  • If Joe is the primary sales person on the order and Emily adds a line item to the order,  Joe gets an alert message that Emily changed his order.