I created an alert so I know when sales quotations have been "created"! My issue is that I'm only recieving some of the alerts and not every quotation that is being "created"..
Ive since added Sent and Confirmed to the quotation status filter in hopes that maybe this is what was causing some of the quotes to bypass the alert system. I would think that the quotation has to reach a "created" stage at least once during its creation and that the status doesnt just skip over "created" to "Sent" and or a"confirmed" status, hence the reason I would be missing some of the quotes?
I have already read through technet on creating alerts and basically it seems very straight forward and simple to use for the most part, so missing 2 out of 5 alerts is very frustrating.
Any help would be greatly appreciated!!