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Apply Automated Messages to Existing Quotations, Jobs/Orders, etc.
Apply Automated Messages to Existing Quotations, Jobs/Orders, etc.

When you have updated or added an automated message on a pre-build, you can apply it to existing quotations, jobs, etc.

Updated this week

1. Click on "Bulk Action"

2. Click "- Automated Messages"

3. Select the quotations, jobs/orders, etc. to apply the automated message(s) to

4. Click "Update Automated Messages"

5. Select Pre-Build to import from. This will show the available messages.

6. Click "Add" to apply this to the selected orders

7. Click "ร—" to close the form

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