Filter question
I am trying to create a filter that will be used in an automation to alert us if a lead is modified (date/address/items/cancelled) after the packing list has been printed.
We have an optional field on our leads titled "Packing List Printed" this optional field is check marked after we print the packlists for the weeks deliveries to make sure they were all printed via another automation.
I can't figure out a way to have the filter pull a lead that was modified after we have already printed the packlist and check marked our optional field "packing list printed"
For example Packing listed printed and check marked on 2/6/23, if the lead was modified to include 10 more chairs on 2/8/23 I would like an automation email telling us to reprint the packing list.
Is this possible with a filter and automation?
The same question
This might already exist. Go to Settings>Alerts Center. There is an alert called Documents Printed. Activate that and see if it does what you want it to do.
This might already exist. Go to Settings>Alerts Center. There is an alert called Documents Printed. Activate that and see if it does what you want it to do.
Does this check mark get checked automatically or does that require manual checking by your staff as they print?
Does this check mark get checked automatically or does that require manual checking by your staff as they print?
Casey, tried that not sure what the purpose of that function is as I didn't see that it did anything when testing.
Casey, tried that not sure what the purpose of that function is as I didn't see that it did anything when testing.
Greg
Yes it is clicked manually along with a handful of other optional fields that help us keep track of routing/logistical tasks that need to be done prior to deliveries.
Greg
Yes it is clicked manually along with a handful of other optional fields that help us keep track of routing/logistical tasks that need to be done prior to deliveries.
I have a couple ideas that would probably work for what you're wanting to do you could do one of two things in my opinion one would be create a task when you need to reprint and therefore it would be in your task list on your dashboard
The other idea would be at a tag to the lead call the tag reprint or whatever you want to call it and then when you reprint it remove the tag then you could filter out all of the ones that had reprint as a tag
There's also a creation date on the tag as a field in filter that might help you also
I have a couple ideas that would probably work for what you're wanting to do you could do one of two things in my opinion one would be create a task when you need to reprint and therefore it would be in your task list on your dashboard
The other idea would be at a tag to the lead call the tag reprint or whatever you want to call it and then when you reprint it remove the tag then you could filter out all of the ones that had reprint as a tag
There's also a creation date on the tag as a field in filter that might help you also
My 2 cents: (Not Perfect but close maybe)
First, your packing list print optional field needs to be a date not a checkbox. Then you'll need to create 2 filters. One capturing leads who have a packing list print date within in the last x hour (i.e. packing list printed last 96 hours). The other should be one that captures leads who have been modified with in a time frame (i.e lead modified last 94hours. you could even add in modifiers for specific changes MAYBE). It's important the second one is less than the first otherwise you may capture the printing of the packing list (i'm not 100%)
Second, create the automation. Include anything in the first filter, Add. Include anything in the second filter, Add.
Third add the action. Send email to company, sales rep, both. In the email use variables to read something like.
"Lead *leadid* has changed since you printed the packing list. You may check:
Event Date
Items
Address
Status
refer to Log to see what has changed. View Lead (then highlight "view lead" and link it to the lead url)
My 2 cents: (Not Perfect but close maybe)
First, your packing list print optional field needs to be a date not a checkbox. Then you'll need to create 2 filters. One capturing leads who have a packing list print date within in the last x hour (i.e. packing list printed last 96 hours). The other should be one that captures leads who have been modified with in a time frame (i.e lead modified last 94hours. you could even add in modifiers for specific changes MAYBE). It's important the second one is less than the first otherwise you may capture the printing of the packing list (i'm not 100%)
Second, create the automation. Include anything in the first filter, Add. Include anything in the second filter, Add.
Third add the action. Send email to company, sales rep, both. In the email use variables to read something like.
"Lead *leadid* has changed since you printed the packing list. You may check:
Event Date
Items
Address
Status
refer to Log to see what has changed. View Lead (then highlight "view lead" and link it to the lead url)
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