I have the ability to add an email address for activity notifications under Tools> Options> QuoteValet.Activity Notifications >For activity drop down.
Can there be one created for REMINDER: Payment is due email notification?
That way mt accounting department that tracks and receives payments will have the ability to be notified to request payment like the remaining 50% on a quote.
This issue with this is that those emails are (or have the ability to be) defined on a document by document basis.
I agree that DocumentNotViewed / Payment is Due / ExpiresIn emails would be good to have the option of being CCd
You could probably get clever with Outlook Rules to auto-forward such emails.
For example, if Subject contains XXXXX forward to firstname.lastname@example.org
Thanks Matt, Setting up the rule for now sounds like the best way.