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Project Workflow Email Triggers
- James Leeson (Unlicensed)
Owned by James Leeson (Unlicensed)
This page details which emails are sent on completion of each step in the standard workflow and which user receives each email.
To receive emails each user must have the permission 'receives emails' enabled in their profile.
Automatic Actions
Customer raises request on Customer Portal | Supplier Quote Requests Sent | Supplier enters prices | Supplier Declines Quote | Quoted to Customer | Customer Approval to Proceed | Customer places order on Customer Portal | Purchase Orders Sent | |
|---|---|---|---|---|---|---|---|---|
Administrator | New Quote Request Received | Supplier Prices entered | Suppler declined to quote on project | Project Part Quoted | Project Part Ordered | |||
Customer | Â | Project Part Quoted | Project Part Ordered | Project Part Ordered | ||||
Supplier | Supplier RFQ | Â | Quote Accepted |