Hello,
our customer has a new requirement for opportunitites. He wants to send a daily mail to all involved employees of an opportunity that includes changes like status change, changes in the notes and changes in the documents in document flow.
I know how to create an email with action profiles for example after creating a new opportunity or after every change but how can I collect the information of all changes from one day?
Further the customer would prefer if every employee gets only one email per day for all his opportunities (not one for each opportunity).
Does anyone have clues how we could realize this?
We use CRM 7.0 with EHP 3
Best regards,
Anne