The SAGE 300 CRE Job Setup screen in Job Cost provides Five (5) ‘Name’ Fields, 2 email fields, 2 (optional) ‘Key’ Fields, and 10 check boxes, in addition to Custom Fields.
The below examples of named fields can be used for MyAssistant email distribution lists, and for conditioning and sorting reports and inquiries. Examples include:
• Project Manager
• Salesman / Estimator
• Project Coordinator / Project Assistant
• Project Accountant
• Executive / Office Location
• Superintendent
Comments...
Tom Moore
says... Posted Thursday, November 5, 2020
Carl - you should set up separate tasks for the separate distribution lists (one task that gets sent to Supers with their jobs, and one task that gets sent to PMs with their jobs).
What's probably happening is that if Super A and Super B both are working on jobs for the same PM, MyAssistant is sending a notification to Super A that also goes to PM, then sends a notification to Super B that also goes to PM, so from the PM's perspective, they got 2 notifications ... fyi TOM
Not sure if I can ask a question here, but here goes. I use MA to send weekly reports to Project Managers using this JC Setup field & Email Directories within MA. I recently added an a few Superintendents to the My Assistant process and now the Project Manager receives the email twice. Anyone know what I've done wrong?
Thanks for any insight!
Not sure if I can ask a question here, but here goes. I use MA to send weekly reports to Project Managers using this JC Setup field & Email Directories within MA. I recently added an a few Superintendents to the My Assistant process and now the Project Manager receives the email twice. Anyone know what I've done wrong?