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Unregistered user order form - propsals and messages to be sent to the person submitting the order

Cristina

October 13, 2022 12:26

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Hi,

I am trying to extend the use of the client portal for one of my clients, by using the unregistered user order form so that any employee or head of departments withing their company to be able to submit a request without passing it through the localization department.

The problem is that the person submitting the request is not getting our propsal or messages because all of them are being sent via e-mail to the contact person of the client.
Althought there is an e-mail inserted when submitting the request, this is not used for further communications. As this person is the one in charge with the request and the one that should offer clarifications and approval for the quote, I find it strange that the communications are going to one contact only.

Is there any possibility of being able to send the messages to the requester?

Thank you,

Cristina Tohănean

THE DEPARTMENT SRL

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1 comment

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  Maik Mehlhose October 14, 2022 08:57

  Dear Cristina,
  
  Thanks for your suggestion. If I understand correctly you would like to use the classic (or public) order form in a way so that stakeholders from existing clients that are not registered as users can receive emails about translation orders.

  After your PMs have prepared the project you would then like to use the order portal to send the proposal directly to the requesting person. Are my assumptions correct?

  The problem with this workflow is that you will have to create logins for every requester anyway because they will otherwise not be able to interact with the order. So while you'd send an email to them they wouldn't be able to see the costs and quotes, approve them in the order details or communicate with the project manager through the order messaging module. As access to these information (and the source and target files) needs to be restricted the only way to give them access is by creating a login for them and have them interact in the portal.

  Can you elaborate your use case a bit more? Because even if we'd sent a proposal email directly to a non-registered requester, I fail to see how this would support or automate the costing and approval process.

  I'm looking forward to your input!
  Cheers,
  Maik
  
  Maik Mehlhose
  Head of Product