Skip to Main Content
Product Suggestions
Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Nov 23, 2021

Warning before confirming a quote/order if there is no email linked to it

You can create orders/quotes directly under a company. These won't have an email linked to it automatically, since it doesn't know which contact to select. Confirming this order will mean no-one from the customer company will receive the quote confirmation email, which might be confusing / cause problems. I feel like the user should be asked if they are sure they want to confirm the quote without any email linked to the quote.

Possibly do this only when the automated email confirmation is configured?

  • Attach files
  • +1