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Question

Update CR Sales Quote Status to Sent

  • January 16, 2023
  • 4 replies
  • 106 views
kristianharianja
Semi-Pro I
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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.

Kristian Harianja

4 replies

RaphaelPfaff12
Semi-Pro III

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

 

Kandy Beatty
Chris Hackett
kristianharianja
Semi-Pro I
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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.

Kristian Harianja
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • March 15, 2023

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

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
kristianharianja
Semi-Pro I
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@Chris Hackett i haven’t found a solution yet.

Kristian Harianja
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