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- assignment of tasks to customers not yet registered and management of the CC field
assignment of tasks to customers not yet registered and management of the CC field
Fabio Martignago
November 2, 2022 edited
Hello, please follow my idea:
From: Sender email
To: Project email
CC: email to the Assignees (one or more)
Object: Task to be completed
If the assignee exists then ok, he will find the activity on the customer portal.
If the assignee does not exist a portal registration notification arrives to the assignee and then he will find the activity on the customer portal.
The assignee can be an existing agent or a customer
So the questions are: how can I handle the CC field and How can I teach the system to manage the unknown/new customers?
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