Reminding your Teams, Suppliers and Customers just got easier with Repeating Scheduled Messages

If you want to send a scheduled message to your staff to follow up on a quote, or to a supplier to remind them to acknowledge your purchase order

Author: Tim Randall | Last Updated: 30/03/2021

If you want to send a scheduled message to your staff to follow up on a quote, or to a supplier to remind them to acknowledge your purchase order, or a customer to sign-off on your artwork, you can now set the scheduled messages to recur until the status of the quote/job/eForm/invoice/purchase order it is based on is changed.

To set this up, select:

  • Configure
  • Quotations (or a different function)
  • Scheduled Messages
  • Add a new message or edit an existing one
  • Set the recur tick box and enter the number of days to recur after

Reminding your Teams, Suppliers and Customers just got easier with Repeating Scheduled Messages

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