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Complete your CRM solution!
DataPlus email alerts
Security | Performance | Global View
DataPlus email alerts

What does it do?

Sends email alerts or notifications to prescribed email addresses based on critiria in SQL views and uses SQL "Database Mail".
  • Act! alert samples:
    Email sent relating with
    • untouched contacts
    • aged Act! Opportunities
  • Accounting alert samples:
    Email sent relating with
    • new customer
    • untouched customer
    • contract expiration date
    • lease expiration date
    • o warranty expiration date
    • open service calls
  • What is Database Mail?

Who receives email?

Recipients of email vary based on DataPlus controls.
  • Act! alert recipients
    • Record Manager
    • Act! Contact
  • Accounting alert recipients
    • Sales Representative
    • Sales Manager
    • Customer
    • Vendor

How does it work?

Email alerts are automated.
  • Alerts are based on
    • DataPlus SQL table settings
    • DataPlus SQL views
  • Scheduled to run using Microsoft Task Scheduler