How to Share Quote details through email in COMPAS Go?
COMPAS Go has options to share quote information through email or text message.
The Share Quote option will be available under action menu.
Figure 1: Action menu for sharing
Share via email
2.1 : user can enter multiple email addresses as needed
2.2 : Subject will have the COMPAS Quote Number of the selected Quote or Order, Quote name, and SAP Order number
2.3 : User can modify the subject line and message content as needed
Figure 2: Share Quote
Send email option gets enabled upon entering valid email address
Figure 3: Valid email
User can attach documents from COMPAS Drive or from local computer by clicking on the attachment option as shown below
Figure 4: COMPAS Drive
If user wants to keep a copy of the e-mail which he is sending, make sure to select the checkbox named "send copy to me"
Figure 5: Email
Clicking on the open quote should not open the details of the quote.
When user is doing "Reply All ", only the sender email ID should be present.