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Status Investigating
Categories CRM App
Created by Guest
Created on Jun 16, 2022

Prospect Send Contact Email To Dear Order From Quote/Order

Be able to push through the email in addition to the contact name to the DEAR ORDER

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  • Guest
    Reply
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    Sep 16, 2022

    @andrew

    Currently the email that is associated with the order in prospect goes into Dear however, Dear doesn't update this field and it usually defaults to the primary (or default) on the Dear side of thing, so we have to rechange the contact to the correct person manually on Dear side


  • Admin
    Andrew Ardron
    Reply
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    Sep 15, 2022

    Excuse my lack of familiarity with DEAR, but Is there a specific field in Dear for the email address associated with an Order? Or are you wanting the CRM's contact email to be updated onto the Dear customer account?

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