Quotevalet Notification E-mails to Connectwise E-mail Connector
started a topic
over 2 years ago
We've attempted to set up Quotewerks and Quotevalet to CC Connectwise automatically so that Approval Notifications can be attached to existing tickets when the e-mails are sent.
We've done the following steps, which appear to be correct:
1. We use a custom field and characters to append "Ticket # 123456" to the document name, which adds the required text into e-mails when sent
2. We've confirmed that when we CC our E-mail Connector receiving address with Quotewerks messages AND when we forward the received messages as-is, that E-mail Connector adds the messages and all attachments (PDF approval, for example) successfully.
However, the problem lies in when the notifications are being sent from firstname.lastname@example.org.
In those cases, the messages are not being processed by Connectwise E-mail Connector. It is receiving them, and then not attaching them to the ticket.
Are you aware of any known issues of Quotevalet notification e-mails via the donotreply address and Connectwise e-mail connector?
Keep in mind that even if you do what you are suggesting it will be added to discussion in CW, not internal notes.
After a lot of deliberation for us it was an absolute must that this go to internal comments only and therefore the from address must match the primary address of a currently active member in CW.
I just wanted to restate this for the entire audience because the need for internal may not be yours but it might be for others.