How do I add/modify people to the text notification list. It currently seems to be limited to the users listed in the quote's Sales Rep or Prepared By fields. Is there a way to add users to receive a text notification based on customer acceptance through quote valet?
Unlike emails, as Steve rightly points out above, which can be CC/BCCd to colleagues, multiple SMS notifications would be a feature request.
Thanks Gentlemen, I have adjusted using the emails of the personnel instead of the groups. Appreciate the feedback.
NB: there was a post before the screenshot which better explained the options and puts the screenshot in context. That post also included a URL to the QuoteWerks Help and so requires a forum administrator to allow it to be displayed. When they do, it will better explain things for future readers of this topic.
As I understand it, it's Users (Sales Reps and Prepared By) only that can receive text messages - https://www.quotewerks.com/help/HelpFileLatest_old/settingpersonalizedpreferences.htm
The QuoteValet Notifications offer options for 'anyone' to be listed for email notification, if that helps?