Send a List of Notifications

Task Setup > What to Send Step >

To send a list of information in an email like the one pictured below, select "List of Notifications" in the "What would you like to send" dropdown. Next, click the dropdown next to "Send a list of" and pick what Sage information to send in a list. For example, to send a list of Jobs recently set up in Sage, select "JC Job" in the "List of" dropdown:
*NEED NEW SCREENSHOT*

Click here for a table that helps identify what record information is stored in based on where it's viewed or entered in Sage.

Tip: Use the Search at the top and the "Frequently Used" group to quickly find what you want to send.

Next, select a prebuilt Condition or choose to create a new one. The Condition determines which Sage records are sent to someone. The list of available Conditions is filtered to those that look at the same Sage record specified in the "Send a List of" (for example: Jobs, Vendors, etc.).

Example: If you chose to send a list of "JC Jobs", the list will show only Conditions that also create a list of Jobs:

Note: When activating a prebuilt Task or modifying a Task that has previously been activated, the "List of" record cannot be changed.

Click Next to go to the Condition step to preview/customize the Condition.

Send a List of Notifications

Tip: Use the Search at the top and the "Frequently Used" group to quickly find what you want to send.

Next, select a prebuilt Condition or choose to create a new one. The Condition determines which Sage records are sent to someone. The list of available Conditions is filtered to those that look at the same Sage record specified in the "Send a List of" (for example: Jobs, Vendors, etc.).

Example: If you chose to send a list of "JC Jobs", the list will show only Conditions that also create a list of Jobs:

Note: When activating a prebuilt Task or modifying a Task that has previously been activated, the "List of" record cannot be changed.

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