Question

Update CR Sales Quote Status to Sent

  • 16 January 2023
  • 4 replies
  • 79 views
kristianharianja
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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

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

Kristian Harianja
Chris Hackett
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Userlevel 7
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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
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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.

Kristian Harianja
RaphaelPfaff12
Rank

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

 

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