• Email Address to Team Matrix

    • Email Address to Team Matrix

    AUD544.51
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    SKU:
    010183
    Minimum Greentree Version:
    2023.3.0
    First Released in Apps Pack:
    2023.3.0
    Required Module(s):
    Alerts & Approvals
    Developer:
    Verde Group NZ
    Ease of Setup:
    Call Your Consultant
    Premium Pack:
    No
    Subscription:
    Yearly
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    Product Description

    This app provides a table matrix in which a list of email addresses can be mapped to Users and/or CRM/EDoc Teams.

    The purpose for which this was developed was so that an A&A Rule Script could do a lookup in this matrix for a specific email address and get back the CRM User and/or Team that an EDoc should be assigned to.

    It could also be used for any other purpose where a text string needs to be mapped to a User or Team.

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    Important Notes

    • We recommend that you test the configuration of the App thoroughly in a test system prior to deploying the App in your live Greentree system.
    • This App does not perform any actions on its own, A&A Rules need to be written to perform the lookups and then perform whatever actions are desired.

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    Minimum Greentree Version 2023.3.0
    First Released in Apps Pack 2023.3.0
    Required Module(s) Alerts & Approvals
    Developer Verde Group NZ
    Ease of Setup Call Your Consultant
    Premium Pack No
    Subscription Yearly

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