1. Currently DEAR sends a notification to the default contact for the company when the sales order is converted from a quote. Why is there no option to send it to the person who the actual quote is made out to and ordering?
2. Notify account manager when B2B order is received
3. Send invoice to B2B user when order is placed but not paid immediately
4. Notify account manager when B2B order is paid
5. Send invoice to B2B user when order is paid
6. Notify inventory manager when low stock threshold is reached (not on every stock movement which it looks like it does right now)
I would like to be able to use the "Sale is Shipped" email notification for my customers but I currently can not because I need to be able to filter it by sales channel. e.g. I want to disable this notifications for orders that have come via the Shopify integration as Shopify sends its own order shipped notifications.
The notification execution log is missing vital information such as "recipient of email notification" "email content" and "Sales Order Number/Link",
It's currently not possible to see who these automatically generated notifications are distributed to, or what was sent.
It would be good to see these in the "execution log" under the specific notification rule,
However, this should also be shown in "attachments" tab of the relevent Sales Order (as the manual "email" step currently does)
CUSTOMER CONTACT ROLE
There needs to be roles assigned to contacts to better direct email notifications.
Eg: Often the contact in a SO is only the receiving staff member (i.e. point of contact to receive the stock) and not the Accounts personnel who should be viewing the invoice.
There needs to be some differentiation between customer contacts responsible roles — perhaps checkboxes against each customer contact, "Receiving", "Accounting", "Ordering" etc... this would allow for much more accurate email notification distribution.
We need our customers to be able to reply to the B2B Order Confirmation Emails. Currently that is not possible if the customer simply hits reply since we are only able to add a BCC email address. If there was an option to add a CC address, the customers would be able to reply directly to the confirmation email and easily contact us with any issues they saw in the order confirmation. Every other B2B portal we have used has come standard with this feature.
Seconding this suggestion by Ross above:
SALE NOTIFICATION - SALE HAS BEEN SHIPPED
This notification currently lacks the shipping parameters to include "Carrier" and "TrackingNumber" in Emails to customers,
This functionality would vastly improve it's application when it comes to notifying customers of dispatch
Currently we are needing to send two notifications for the Shipment - one email to tell the customers which goods have shipped and a second email to inform them of the tracking number. This is very frustrating. We would like to use DEAR for tracking notifications so we have more control over when shipping emails are sent. Something similar to a shipping confirmation that Shopify offers would be great.
Coconut Consulting | DEAR Expert Partner
Would also be great if we had the option to include the product image in the [OrderDetails] parameter for each line item for the SALE - SALE HAS BEEN SHIPPED email notification.
If no image existed it would just show a blank field.
Coconut Consulting | DEAR Expert Partner
1. ALL NOTIFICATIONS: SEND TO CUSTOMER
2. SALE NOTIFICATION - SALE HAS BEEN SHIPPED
3. STOCK NOTIFICATION - CHANGE IN PRICE
4. STOCK NOTIFICATION - NEW SALABLE SKU
5. NOTIFICATION EXECUTION LOG
6. CUSTOMER CONTACT ROLE
The DEAR Team
Guys awesome news about that customer contact role. I very much hoping that extends into the regular email functionality as well. Another notification which would be great would be supplier contact role and the ability to determine if a purchase order is a drop ship.
Did I miss something. I was experimenting with notifications going to Zapier webhook. The payload doesn't seem to provide for the link to the attachment which makes it difficult to include the actual document in any flows.
I am with Russell - without being able to attach invoices etc the Zapier integration isn't very useful to me.