Workflow using email – Treatment of High Priority Support Cases – MyDataOrganizer – Online Database Platform

Support Cases are Managed.



Workflow requirements for high priority support cases are as following :

When it is found that New, High Priority Support Case is not assigned,

then email is sent to manager for their attention to assign support case to proper person.

Email has link to Support Case needing attention.

Sample Email sent to manager is shown below.

Subject : Assign proper person to High Priority New Support Case

Other Examples of Workflow using email :

  • Send email to support person that high priority support case has been assigned – Include direct link to Case record
  • Send email when Lead is created but is not yet assigned to – Include direct link to Lead record
  • Send email when Lead is assigned to sales person – Include direct link to Lead record
  • Send email when opportunity is won for new customer to start onboarding. – Include direct relevant link(s)
  • Send email to new customer regarding details about training for new customer. – Include direct link(s) to training
  • Send email regarding discount approval of sales-quote – Include direct link to Sales-Quote record
  • Send email regarding discount rejection of sales-quote – Include direct link to Sales-Quote record

The latest version of this document is maintained at SupportCases_Email_WorkFlow_AssignNewHighPriorityCase_MyDataOrganizer_OnlineDatabasePlatform

Business Rule Automatic AssignedTo as per Lead Source – Online Data Organizer using Online Database Platform

Companies manage Leads and Lead Sources.

When Lead is created at that time it can be assigned to a specific person based upon Lead Source.

  • When Lead Source is Email – Set AssignedTo = User1
  • When Lead Source is Cold Call – Set AssignedTo = User2
  • When Lead Source is Direct Mail – Set AssignedTo = User3
  • When Lead Source is Campaign Dec-2015 – Set AssignedTo = User4

Leads are shown as following :



Lead Sources are shown as following :

The latest version of this document is maintained at BusinessRule_AutomaticAssignedtoFromLeadSource_OnlineDataOrganizer_MyDataOrganizer_OnlineDatabasePlatform

Business Rule – Automatic Territory Assignment From Country – Online Data Organizer using Online Database Platform

When Companies are added its territory should be automatically assigned from Country.

When Country of Companies is modified at that time territory should be automatically assigned from Country.

List of Companies are as following.



List of Territories are as following.



List of companies in North America Territory are as following.

The latest version of this document is maintained at BusinessRule_AutomaticTerritoryAssignmentFromCountry_OnlineDataOrganizer_MyDataOrganizer_OnlineDatabasePlatform