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Question

Recreate reminder proposal


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Good day All,

Is it possible to recreate / resend a reminder proposal?

A reminder proposal is created and the output media is Printout.

The proposal is fully  accepted. The proposals must not be printed out but must be mailed to the customers. How can these proposals be send to the customer via e-mail?

 

Do these have to be cancelled and created agian or is there an other way?

 

Kind regards,

Raymond

2 replies

MKG019
Hero (Partner)
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  • Hero (Partner)
  • 85 replies
  • May 28, 2020

Hi Raymond,

Attached is the Customer Reminder Proposal Setup. 

​​​​​​You need to make the setup (Reminder Levels)for Reminder Template.

You can Import the attached report rule setup and make the necessary changes as per your requirement. 

On Re-sending of the reminder again to customer you can use report archive or resend mail from your CC mail box.

 

Regards,

Mukesh Gupta


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  • Author
  • Do Gooder (Partner)
  • 36 replies
  • May 28, 2020

Hi Mukesh,

Thank you for your reaction.

 

 


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