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Overview

Excerpt

If you want for a given user to be informed when someone else approves a Credit Override request , you can do it by enabling the setting  Notify via email when a Credit Override is approved by somebody else.


Instructions


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Ui step

Go to Setup > Users > Company Users.


Ui step

 Use filters to "Search" for the user.


Ui step

 Go under the Actions column and click on "Edit".


Ui step

 Select the "Options" tab.


Ui step

Select the option  Notify via email when a Credit Override is approved by somebody else


Ui step

 Click on Save.






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Info
titleInformation

The system also sends an email notification to the salesperson that requires a credit override once it is approved. For further information about credit overrides, read Credit Limit Overrides 


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