If quotation has a contact mentioned and contact has an email id registered. While sending direct email through quotation module the To : field in EMail gets automatically populated.
The same thing doesn’t happen for mobile app. If we try to send the same quotation by email on Mobile app, it won’t populate the To: field.
Also, there should be an option to add a default cc id whenever a mail is sent from web or mobile app.
Yes same same issue me bhi face kar raha hun.
Mobile app se share karne par to box me email id nahi aata.
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Hello sir,
Thank you for bringing this issue to our attention. We have forwarded your query to the team and will provide you with an update shortly.
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same issue we are facing .
from team member any mail send from web or mobile can directly mark bcc to team leader or as per hierarchy.
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@Gaurangb @SanketBarot @shreyas Thank you for bringing this to our attention.
We have noted your feedback and will include this in a future release. You can expect the update by the end of January.
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@Asmita Any update for this?
Hello all,
We sincerely apologize for the change in the release schedule. The update is now expected to be released by the end of February. Thank you for your understanding and patience.
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Hello All,
This is to inform you that the issue where the Quotation Email from the mobile app was not being auto-fetched while sharing the PDF has now been resolved. The fix is available in Sangam Mobile CRM Play Store v12.0.5.
Please check and confirm.
Let us know if you face any issues.
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@Gaurangb Sir,
Could you kindly confirm whether this is working fine for you?
I will check and inform.
now it works but the template does not fetch perfectly. also, personalized templates do not work.