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Status Future Consideration
Created by Guest
Created on Apr 21, 2020

Offer card approval notification

Offer card approval notification

What is the business process you are trying to achieve?
The Offer card approval notification is only sent to the originator of the offer card. However, the Job card approval notification can be sent to the 3 different users on job card (owner, assistant etc.). It would be useful if the Offer card approval could also go to these people. Only sending the offer approval notification to one user can hold up the process if that person is away when the email is sent.
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  • Mark Evans
    Reply
    |
    Dec 7, 2021

    ideally need it to also go to the person who initiated the offer card

    This is the person who set up the offer and is waiting to be allowed to send the offer to the applicant

  • Guest
    Reply
    |
    Sep 1, 2020

    Agreed. There are frequently back-ups in our areas and if the offer card approval notification could be sent to more, we could be more efficient with making offers.

  • +19