i am using quotations as a method to manage call-in orders for customers. is there a way to email customers who have an order for a specific day? for example, i would like to email all customers who have an order tomorrow. i cannot find a way to filter this option.
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Hey Stuart,
It can't be done in a straight line. You will need to set up automation and change how the sales module works.
Email calkikhunt123@gmail.com for more information.
Thanks,
Kalkivi
Do you want to filter the quotations whose order date is of tomorrow and then manually send the email?