Dear Community,
we have the following case. We have some contacts who hold an honorary position (from - to). If the contact still holds the honorary position at the next year, the contact has an anniversary.
I was thinking of using the existing noteworthy detail for this. However, then only the owner of the contact record will receive the notification. All other employees should be notified about the anniversary as well
Can the Noteworthy detail be customized so that everyone and not just the owner receives a notification?
Or is it better to create a custom system notification for this case?
Regards
Florian
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Hello Florian,
I am afraid there is no option to change the logic of this detail.
However, you can try to build a Business process, which will read the data from this detail and create a notification. Then you will be able to add the group of the employees to receive the notifications.
Hope this will help you.
Regards,
Gleb.