OpportunityDueAlert
Use this event handler to automatically notify mobile users when an opportunity has a projected close date equal to the current date. To receive this alert, mobile users must subscribe to OpportunityDueAlert. The notification will be an external email and a message sent to the SyteLine Inbox form.
This is the text of the notification that is sent:
To: sluser
Subject: Opportunity Due Alert
Body: Opportunity opportunity_description is due on current_date.The e-mail body should contain all opportunities assigned to the salesperson that are due today and are still open; that is, CloseDate is still blank. Sales managers should receive this alert for themselves and for all their direct reports. The message body capacity is about 4,000 characters, roughly 40 lines. If the message body exceeds 4,000 characters, another email is created for all other opportunities that did not fit in the first message.
Variable Information
| Variable | Description |
|---|---|
| sluser | The mobile user who subscribes to this alert. The user's primary email address (from the Users form) is used. |
| current_date | The current date, which is the due date for the opportunity. |
Associated Event and IDO
The event OpportunityIsDueAlert for the SLOpportunities IDO triggers this notification when the current date equals the ProjectedCloseDate for the opportunity. This alert should run on scheduled basis. It fires at 9 am by default and can be scheduled to run through the event trigger.