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Setting Up Quote Status Change Notifications

You can set up notifications to appear when a quote status is set. This is particularly useful when a customer accepts or rejects a quote, triggering an SMS, email or popup.

Go to Settings > Settings > Communication > Property Change Notification.

To add a new property change notification, click on ‘Add’.

property change notifications settings

Double-click on ‘Quote Status’ for the type and close the window.

select properties list

Next, set the target to identify what will trigger the notification. In the example below, we are creating a notification for when a quote has been rejected.

property change notifications target drop-down

You can then select the type of notification you wish to receive. Under the ‘Actions/Recipients’ tab, click on ‘Add’.

actions recipients add button

Double-click on the type and close that window to see it appear on your list.

Select ‘Configure’ and you can select the recipients that will receive the notifications by selecting ‘Add Individual’ or ‘Add Group’. Once you are happy with the selection(s), click ‘Close’.

You can then alter the message that will be received, including the subject and message body.

When finished, click ‘Done’.

adding recipients to property change notifications

Clik Service

Clik Service

Notifications & Reminders

Creating Internal Notifications
Clik Service

Clik Service

Notifications & Reminders

Creating Email Notifications

Quotes

  • Creating Standard Quotes [Video]
  • Converting Quotes
  • Creating Quotes From a Sales Enquiry [Video]
  • Quote Templates [Video]
  • Adding Equipment to Quotes [Video]
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