Did you know that Account Managers can set notifications based on a specific customer?
Set up
Set Notification based on Customer
Then select One Specific Customer.
Select the Customer from the Customer File.
Next select if the notification will be based on a field or an order status.
If based on a specific field is set to Yes, then select whether the notification will be about the customer's renewal date or their Tax ID's expiring.
Alternately, if based on a specific field is set to No, a notification can be set on certain events using that customer record.
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