Name of Feature/Request: Add section for SO Notification in Customer AR Settings + Be able to add both Contact and and EMPLOYEE
What financial, time savings, or quality of life improvements will occur from this: Add section for SO Notification in Customer AR Settings + Be able to add both Contact and and EMPLOYEE. | Frequency: Multiple times a month. | If there is a contact automatically set in the customer AR Settings then that would take the guessing out of it and have the SO email automatically be sent to the appropriate recipient.
Attempted Solutions So Far: Currently emailing the SO details directly from the SO but the reason that isn’t working for them is because Tom is having a difficult time tracking who needs to receive the SO email/if it has already been sent out previously.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Not present in AR Settings currently because SO is not considered a transaction in Striven.
StrivenID: 3617425