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Sales Rep should get Quote Approved email

5 months 3 weeks ago #22936 by mozi1971
I can't understand why a sales rep would not get quote approved email. Only I as an admin receive that email and have to forward it to the sales person it belongs to. Can you please make this change so the sales person also gets this email. Infact, he/she should get all emails and notes and internal notes and customer comments regarding his/her order.

Mozi

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5 months 2 weeks ago #22944 by mozi1971
Replied by mozi1971 on topic Sales Rep should get Quote Approved email
One more thing on the same issue. Where can I modify the quote approval email that is generated when the quote is approved. If we don't have access to that template, can you please add the following information(in red) to the template

Quote: 365748.
Customer: Allen Lyon
Sales Assign: Ruth
Order amount: $550.00
Terms: Net 30



Quote approved by Allen Lyon.
To view this quote go to https://acasual.secure-decoration.com/



Thanks

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5 months 2 weeks ago #22945 by gregp
Replied by gregp on topic Sales Rep should get Quote Approved email
Great feedback and pasisngthrough to team. :)

Greg

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3 months 1 week ago #23046 by mozi1971
Replied by mozi1971 on topic Sales Rep should get Quote Approved email
I as an Admin received the below message. I am not working with this customer and I not the sales rep on this order. The actual sales person never gets this message. So every time I get it I have to figure out who the sales person is and then forward them customers message. So actually I have become sales persons personal assistant. The only other option for me to fix this is to make everyone an admin. Please fix this


Order: 366000.
Order Title: pentathlon
Customer: Mary Noland

Customer Enquiry by Mary Noland.
Customer Enquiry/Reply By Email
The following user(s) said Thank You: Denis

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1 week 6 days ago #23157 by mozi1971
Replied by mozi1971 on topic Sales Rep should get Quote Approved email
Hello Greg,

Can this request be added to the next release. It just adding few extra existing fields to your email template

Thanks

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