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Support #9914

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Work Update – Completed Notification, Quotation & Follow-up Enhancements

Added by Ramu Kodali 14 days ago. Updated 14 days ago.

Status:
Resolved
Priority:
Normal
Assignee:
Ramu Kodali
Target version:
-
Start date:
07/21/2026
Due date:
07/21/2026 (14 days late)
% Done:

100%

Estimated time:
8:00 h
Spent time:
8:00 h
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Updated by Ramu Kodali 14 days ago

  • Status changed from New to Resolved
  • % Done changed from 0 to 100

Work Update

Completed the following tasks:

Fixed the issue where Super Admin was not receiving Follow-up notifications.
Corrected the "Open Dashboard" navigation link in email notifications to redirect to the appropriate dashboard.
Fixed the issue where Follow-up creation was not triggering notifications.
Implemented email reminders and in-app notifications for both Assigned Manager and Assigned To whenever a Customer or Follow-up is created.
Updated Edit Quotation → Additional Required Documents to support both Image and PDF uploads for the PSEG Bill (Auto-populated if exists) field.
Renamed the status "Pending Document" to "Pending Quotation" across all relevant quotation screens.
Added Comments to the Action History so they are now displayed along with other activity logs

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