Question
Noting or logging account when notification is triggered
Within our main app, we have customer accounts and I have a check box that when checked will send an email to a person with the request to make a change to the account. I would like to be able to also "auto-note" the account so there is a record or trail. I am a tad clueless on where to begin to figure this out or perhaps I am going about this all wrong...any help would be appreciated!
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