Issue:
Manager, Supervisor, or Employee receiving action items when there are changes made to a Sales Order when they are not the Primary Sales Person associated with that Sales Order.
Resolution:
When a Manager, Supervisor, or Employee mysteriously start receiving action items when changes are made to a Sales Order when they are not the Primary Sales Person, the issue stems from a setting in Evosus Notifications. Evosus Notifications allows specific users to receive action items when certain changes are made to a Sales/Service Order. If a Manager, Supervisor, or Employee wishes to not receive these action items, follow the steps below:
- Go to Admin > System > Miscellaneous > Evosus Notification.
- Under the Events column, click on 'Sales Order Audit Log Item Changes.'
- Uncheck the Manager, Supervisor, or Employee name from the Selected column.