On-behalf-of notifications

When a quote or order is created while impersonating a child dealer representative, that representative will receive a notification that informs the representative that a task has been completed on their behalf.

The child dealer can also view any tasks performed on their behalf by clicking the person icon in the upper right corner of the screen and selecting Tasks from the drop-down menu. The new task notification contains the name of the user who performed the on-behalf-of task and the corresponding QuoteID and OrderID.

Click Show Details to view additional details about the on-behalf-of task, or to navigate to the original quote to complete additional editing and reconfiguration.