We are giving our sales team to enter contract information. Our acctg staff is in-charge of assigning unique ID for these records.
I would like to add button "Request ID" on top of the details page. Sales team can click on this button and if the record is missing ID, it will send email internally to our acctg team to act.
Also looking to use email template in this regards.
Can anyone please advise how can I go about doing this?
Thanks
Manny