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Email Management

Email Management

Maica’s Email Management processes allow users to be notified when key events take place, including changes to Plan Dates.

The following Email Management settings are available:

Trigger Event

Purpose

Trigger Event

Purpose

Plan Date Changes

Plan date changes are very common and typically trigger a number of specific business processes. This setting allows Maica to send an email (based on a selected Email Template) to a selected user when the dates of a Plan change.

Service Booking End Date

 

Service Booking Utilisation

Maica is able to send

You can find more information on how to manage Salesforce Email Templates here.

 

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