Skip to Main Content
Product Suggestions
Categories Admin Portal
Created by Guest
Created on Feb 6, 2024

Notify more than one user about inquiry form

Notify multiple users when inquiry form for website is filled out, so the task is not on one person to assign the inquiry to.

  • Attach files
  • Guest
    Reply
    |
    Jun 10, 2024

    Would be great to have a drop down list and pending on what the user selects, define the recipient of the enquiry. we would also like it to CC a standard email address so all forms get logged in one email box as well as the dept notification

  • Admin
    Andrew Ardron
    Reply
    |
    Feb 13, 2024

    One way to do this is just not to assign these enquiries at all, and to have a report (which you can setup to be a dashboard if you want) to show all enquiries that havent yet been assigned (i.e. no assignee).

    Alternatively you could consider using Zapier which can take an event (enquiry being logged) and do almost any action you want (email several people, chase them up, do whatever). If you're interested in Zapier, please contact support via the in-app chat to get setup. also see https://zapier.com/

  • +4