Automation
iEnterprise CRM offers a useful and flexible feature to house a variety of customized and pre-defined processes, tasks and tools. Automation in Setup is built with functionality that makes processes accessible from any module.
The Administrators can provide end-users with simple tools to handle routine task such as Sending an Email activity or updating a specific field. He can also create a very sophisticated configuration to handle complex tasks.
Automation can run front-end and background processes.
An automation task can be as simple as modifying a field value, sending an email, executing an email merge or it can be as complex as 10 simple actions executed one after the other based on certain parameters.
A configuration comprises of an Automation Task (or trigger), a Step/s, and an Action Type/s.
When an automation runs, a log is created to provide additional tool for monitoring processes. Logs can be viewed on Activities > All Logs and activity type is Process Logs.
Steps to Setup an Automated Process
2. Create an automation setup/task
If Automation Type is Scheduled Automation then you also need to Create a Saved Seach.
3. Call the action by defining step/s