Organisation Admins now has the ability to update the email address in the Work Request and Quotes Request. This is very useful in cases where the organisation had a change of email address for invoice, accounts and quote processing. They can also customise the design of the PDF based on the preference of their respective organisations.
To do this follow the steps below:
1. Login in to the SMATA portal.
2. Click the Circle Icon and select Settings
3. Click Organisation Settings.
4. Enter/Update email address for the organisation.
4. You can also customise the design of the following features.
- Email Signature
Note. You also have an option to click PREVIEW and check it before saving the changes.
5. Lastly click UPDATE.
Once updated all the Work Request and Quote Request PDF that will be generated after the change will now reflect the changes that you made in this field.
If you have any further questions, please contact us HERE