Quote request page

Bryon H. shared this question 23 months ago
Awaiting Reply

Can someone remove these fields from our quote form

Organization

Tax Exempt?

Comments (11)

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Done!

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Thank you so much

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I believe by removing the "organization" field933eae54264f5d287b69b5256fc5970d affects the new quote alert email we receive. The subject on those email don't have the lead name now. Can this be corrected?

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Yea IO can add the files name you want there I would assume you want client full name?

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You can make those adjustments on outgoing emails to clients if you want to include invoice number and additional information by adding the template variable to the subject line but for the alerts coming to you IO has to fix that

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Yeah I need it for alerts coming to us

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Send him an email and also post it here obviously they'll probably read this chat but you're telling you want that information on all alerts that are coming to you

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Was anyone able to help with this?

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Hello Bryon,

To confirm the request you are wanting is the have the organization or customer name also display on the subject of the alert you receive for new quote?

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yes the customer name please

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Alright thanks for confirming I have your request in with developers, will advise once been reviewed.

Thanks!

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