Question

Update CR Sales Quote Status to Sent

  • 16 January 2023
  • 4 replies
  • 76 views

Userlevel 5
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Is there a way to automatically update Sales Quote status to “Sent” if the Quote is sent via Print » Send (which open outbound windows) » Send. 

Note that the option Send under “...” menu does update the status automatically to Sent however it doesn’t give opportunity to edit the email body and add recipients etc.


4 replies

You can directly adjust the action in the project editor and add the status change.

 

Userlevel 5
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@RaphaelPfaff12 Thanks but we don’t want the status changes when printing only, needs to be when clicking Send from the form and send from there.

Userlevel 7
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Hi @kristianharianja  were you able to find a solution? Thank you!

Userlevel 5
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@Chris Hackett i haven’t found a solution yet.

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