Email icon for Quote NOT showing if an WG Workflow - ONLY if client emailed

Posted 4 days ago by Heidi Seal

Post a topic
H
Heidi Seal

Would like to have Email icon NOT show on the Quote Dashboard when it's been a WorkGuru workflow email, rather than an outgoing quote email against the quote

I.e. we have a client with workflow setup that emails a staff member when a quote is issued, but that doesn't mean it's been sent to client yet. But the email icon appears so it could be mistaken that it has been

0 Votes


0 Comments

Login or Sign up to post a comment