Vendor Reminder Emails

Jessie Ochoa shared this question 3 months ago
Need Answer

Thank you for rolling this out! Very excited to use. That said, it is buggy on my end.

1. Vendor received over 50 email reminders for same event

2. %Purchase order% variable links to customer contract and not vendor PO.

Ive disabled for now, would love to implement soon.

Comments (8)

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I have a ticket in for this bug and I will let you know as soon as I have an update! Sorry for the inconvenience!

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Thank you

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This has been fixed!

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I tested and encountered the following issues:

1. The email sends once the lead has been reserved but before the vendor has confirmed availability or signed the PO. Can this be triggered after the PO signature has been captured to avoid confusion?

2. The PO links to a default PO and not our custom one. I can remove the PO link if this cant be resolved, but it would be nice to have.


Thank you

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Hey Jessie, I'm updating this ticket with these issues. I'll let you know of any updates to the situation. Thank you for being patient while we work this out.

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This is fixed for both items you mentioned.

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Hey guys, email isnt sending at all now. Tested with lead 5433085, didnt work. Is there something wrong with the way I have it setup?

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I think your test just may have been flawed. If your referring to the "vendor - event reminder" email, this lead was only in the quote status, not ever confirmed.

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