Notification options for Proposals
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Amanda Lloyd
Currently only the proposal initiator gets an email when a proposal has been accepted. I have two thoughts here. First, can there please be a way to have multiple persons notified (team member and firm owner for example)? Second, can proposals be added to the notification options in Settings? Right now, the default for client acceptance notification is an email. It would be nice if a client accepted that you could see a dot in the bell notifications also. Thank you for consideration.
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Ability to notify multiple people in proposals
Natashia Velasquez
When a client signs a proposal, only the person who sent the proposal gets notified. There’s no way to add more people to be notified automatically the way we do now with Ignition. It would be very helpful if other team members can be notified as well, it helps firms to be super on top of things. For example, in our firm the owner sends the proposals, as he is the one who meets with clients. The manager chooses who to assign the work to and also accepts the QB invites for the firm. The secretary onboards clients and creates and assigns projects in FC. They all receive an email when a new client signs on, so the secretary can already start the onboarding process, getting the email ready to send them, setting them up in our systems, assigning them to the correct client groups in FC etc even before the manager tells her who to assign the work to.
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MJ Sullivan
agreed - this would be quite helpful