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Notification About Deals Over Limit

If you are creating a lot of deals, you can lose the overview in the large amount of items. You appreciate the function that notify you about deals that overrun their estimated end and are still unsolved.

If the system discovers that some deals are exceeded (their estimated end was overrun), the notification is sent. The language of the notification is same as your default language of eWay-CRM (Czech or English).

The notification has two settings in the Global Settings of Administration Application:

Notification structure

The notification contains basic information for easy identification of exceeded deals. Email will look like this:

Customer The name of the customer that is related with the deal. The text is also a link which opens the window of a customer (Company window).
Deal The name of the deal that is still open. The text is also a link which opens the Deal window.
Owner The user who is the owner of the item.
Estimated end The date when the deal should end, but is still open.
Price The price of the deal that is filled in the deal window.
Probability The probability of the deal success that is filled in the deal window.