Fix estimates so they can be sent to contacts
Currently estimates are only sent to a primary user. In a multi-level company this just doesn't work. Please make it so they function like a ticket and are send to the contact on the estimate.
This was implemented a long time ago but maybe not clear because the communication log still had the “main Customer email” in it.
We just improved this so it allows you to choose who gets the email and it shows the correct email in the log/history.
(Will be live later today)
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martin.smit commented
Is there a way to send estimates to multiple contacts at the same time?
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This has been working for a while, it just shows the wrong email in the log. It does get sent to the contact if one is present.
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kmn commented
Its not corrected, just tried it and it send to the "company" email, not the assigned contact. If you remove the "company" email, you cannot send estimates, it just says that the company is set not to receive emails.
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Jeff commented
How is this not a core feature? I am so confused. Estimates are almost always sent to multiple people in a company. I must be missing something someone please advise ASAP.
thanks,
jeff -
Rob commented
I'm reasonably certain that this has been completed / implemented. I just used it today.