Dear Sir,
i want to know if we can add follwer(sales manager and fiance manager as default) for each customer quotation and customer invoice?
would you let me know if it is available and how to do it?
thanks.
best Regards, Mallory
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Hi Mallory,
If you want to setup default followers on models, we mean automatically added without any human option, you have to do the following :
- go to Settings\Technical\Automated Actions\Automated Actions
- create a new one
- Related Document Model : set the model; in your case it is a sale order
- In the 'action' Tab, set the list of follower you want to add automatically
Done.
Regards,
Marc
Subscribe to Sales Team you will automatically subscribe to event (if check options):
- Each Quotation Send from this
Sales Team - Each Sales Order Confirmed in this
Sales Team
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