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Notify billing via e-mail when current client's company name is updated?

Kayla Ebert

In the photo below you see my company name is "The Core Training, Inc". If that changes, I want to bill to get an email about it.

I already created two process definition's that allow billing to be notified when the billing street address and last name changes. And I created a workflow that will email billing if a contact e-mail address changes. If I had to guess-  company name isn't an available choice as it is a related field?

Is there a workaround for this? I've been working on it for almost 5 days now and I just can't figure this one out.

(For reference, many companies pay for their employees to be on our training programs. If a client switches to a different company, billing needs to know so they don't continue to charge the client's old company their continued training)

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    Björn Canales Pfisterer and Kristjan Geir Mathiesen, tagging you both in hopes you may be able to assist me once more. I've been able to create two process definitions that notify Cailtin to a change in last name and billing address and an Advanced Workflow to notify her if a contacts e-mail address is changed. Just can't seem to figure out how to do the same for when a client's company name changes!

  • 0 in reply to Kayla Ebert

    Hi Kayla Ebert just saw this. Don´t have time to try it and this is probably the long way around but here it goes:

    1) Create a custom field in Contacts that copies the Account name into it. (for example "Copy of Account Name")

    2) Create a "flag field" in Contacts. A calculated field that is updated from no value to the value "True" when the Account is changed. (for example "Account Name Changed")  I think: equal(related($accounts,"name"), $copy_account_name_c) will work.

    3) Create a workflow that triggers when "Account Name Changed" = True (Udated Records only - all updates), clears the "True" flag (empties that field) and then sends Caitlin her email

    You have to make sure though, that a logic is in place for the second time a contact changes Account name...

    HTH,

    KGM

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  • 0 in reply to Kayla Ebert

    Hi Kayla Ebert just saw this. Don´t have time to try it and this is probably the long way around but here it goes:

    1) Create a custom field in Contacts that copies the Account name into it. (for example "Copy of Account Name")

    2) Create a "flag field" in Contacts. A calculated field that is updated from no value to the value "True" when the Account is changed. (for example "Account Name Changed")  I think: equal(related($accounts,"name"), $copy_account_name_c) will work.

    3) Create a workflow that triggers when "Account Name Changed" = True (Udated Records only - all updates), clears the "True" flag (empties that field) and then sends Caitlin her email

    You have to make sure though, that a logic is in place for the second time a contact changes Account name...

    HTH,

    KGM

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