User-submitted ideas for WA Proforma Tracker
4 posts • Page 1 of 1
We had a user request an automatic email be sent when a proforma is routed to them by another user.
Our users would like that too. When we sent out a survey, this was the number one request.
The ProForma ends up on their Action List. Here, most people keep the web page open, so they would see that.
The email notifications in PT are designed to be summary notifications rather than instant ones to prevent an overload of emails for the attorney or secretary. As already mentioned, a soft notification or indicator is already provided on screen.