04-12-2023 06:27 AM - edited 04-12-2023 06:27 AM
Right now I can get an emailed alert when a material list form is complete. The problem is this form alert happens whenever it gets filled out, which is fine, but I do not need the material list emailed when it is just a quote. I need it only emailed if it is a sold job. Is there a way to get the material list form emailed only when the job is sold? Thank you.
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04-17-2023 08:22 AM
Unfortunately I do not know a way. I know some companies will not have their techs fill out a form like that until the job is sold.
I would definitely put this in the ideas and I will vote for it 😊
04-17-2023 08:22 AM
Unfortunately I do not know a way. I know some companies will not have their techs fill out a form like that until the job is sold.
I would definitely put this in the ideas and I will vote for it 😊
04-17-2023 08:15 AM
@CSRColvin welcome to the Community and congrats on your first post 🎉
I believe that functionality isn't implemented yet but let's see if one of our experts @MadisonChicken can weigh in and help!