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Status Shipped
Categories CRM App
Created by Guest
Created on Sep 4, 2021

Sales Person Notification when one of their customers places an order

Notification sent to the sales person (either within the app or on an email) of when their customers place an order - this would mean that they know when they receive orders without manually having to be told.

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  • Admin
    Andrew Ardron
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    Nov 1, 2023

    Users can now subscribe to notifications of "New Orders". They can choose to received daily/weekly/monthly summaries, and can also filter this to only their customers (ie, orders for customers where they are assigned as the customer's account manager)

    Via the "Personal Settings" and "Notifications" page, configure the "New Orders" notification:

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