Business Manager Communication Type
Boston College used to utilize the Business Manager communication type on a contact to add a second email of a person needing to receive copies of emails requesting payment. This Business Manager would automatically receive the email as well and be able to approve payments to be made.
They know this Business Manager field has been retired because it can impact sign in for OEO and OSB. They are looking for an alternate workflow to ensure the Business Manager continues to be copied automatically on any invoices sent from Momentus.
Here is the ticket that describes their need and the recommendation at that time. . https://ungerboeck.zendesk.com/agent/tickets/356732
They have started building contact relationships but they are still looking for an option that will automatically send the invoice, confirmation etc, to both the event contact and the bill to contact (formerly business manager) for their approval process.
Any creative suggestions out there for this approval type of workflow?
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