Question

Send Email when Prospect Created w/o an address

  • 21 July 2021
  • 1 reply
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Userlevel 4
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Using Apps 10 and want to create a custom event that will send an email to the user who creates a prospect (converts from a business lead) without an address. 

 

IFS deletes the business lead when it converts the lead to a customer/prospect. 

 

Thoughts or suggestions? 

Which LU would be appropriate to create the custom event on? 

Which PLsql API would be good to get the Address?


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1 reply

Userlevel 4
Badge +9

Here’s what I did...created a template that marked the address as “default” in the business lead. In the base profile I set that template as the default template. Then in the custom event I created a custom variable that uses the CUSTOMER_INFO_ADDRESS.Get_Default_Address function. If that variable is null then trigger email. Works for now but will need to be resolution when they go to IFSCloud