owengreaves Posted December 30, 2020 Share Posted December 30, 2020 (edited) Is there a way to put Quotes on a To Do List assigned to a support role or person? Other than a manual process. Owen Edited December 30, 2020 by owengreaves 0 Quote Link to comment Share on other sites More sharing options...
steven99 Posted December 30, 2020 Share Posted December 30, 2020 You could use a quote hook, like QuoteCreated and then add to the to do. Though I believe that would require a direct database change as don't see / know of an API that will do it. 0 Quote Link to comment Share on other sites More sharing options...
owengreaves Posted January 4, 2021 Author Share Posted January 4, 2021 On 12/30/2020 at 1:31 PM, steven99 said: You could use a quote hook, like QuoteCreated and then add to the to do. Though I believe that would require a direct database change as don't see / know of an API that will do it. Thanks, I though there might be an assign check box or mechanism to assign quotes to a support person. 0 Quote Link to comment Share on other sites More sharing options...
Kian Posted January 4, 2021 Share Posted January 4, 2021 This feature does not exist in WHMCS but can be implemented. You can automatically assign each quote to the person who created it using sessions and an action hook. 0 Quote Link to comment Share on other sites More sharing options...
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