3 Replies Latest reply on Nov 1, 2017 4:29 PM by kellytice

    Alerting a client via action rule


      I'm trying to find a way to send email instructions separate from the ticket notes when certain criteria are met.


      request type = x

      status type = y

      custom field criteria = z


      I don't see any place in action rules or tasks to send an email to the client. I see how to assign a client and send an email, but not to simply alert the client that has already been set in the ticket. Am I missing something?