Quote reminder “Internal only” now creates a task

If a quote is set to “Send reminder to: Internal only”, Univents now creates a follow-up task for your team instead of emailing the customer. “Customer + internal” does both.

Fixed

  • The quote reminder “Internal only” now creates a follow-up task instead of emailing the customer; “Customer + internal” does both. Until now the follow-up email went to the customer whatever you chose, and no task was ever created. Now a task “Follow up on quote …” appears in your tasks on the days you set after sending — due the same day and assigned to the person handling the quote, otherwise to the event’s project lead or the owner. While that task is open, no second one is added. With “Customer”, nothing changes.

Univents newsletter

Product news and practical tips for event and catering businesses. Roughly once a month, no more.