I have no idea how I didn't think of that. Thanks guys
So here's a fun fact. [DH_QuoteValetDocumentID] isn't populated until AFTER the first upload, so you need to re-upload the quote in order for the link to work properly
Curt, pretty obvious I would have thought. Until a quote is uploaded there is no QuoteValet document, so no ID and no URL.
I'll see what can be done about getting the old "Get QV Url" button re-instated.
In the mean time here's another method for getting at the url:
Pick a Custom Text field and add the following F2 lookup entry to it:
Now moving forward you can:
1) F2 (or Double-click) the field
2) Double-click the Marcro
3) Ctrl-A Ctrl-C
I've done some tinkering on some of the automated emails that are generated when the customer views or accepts the quote in Quotevalet, but I can't find one for the automatically generated email when an expired quote is viewed. Is there a way I can customize the subject line? Example email attached.
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