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Requests

Pro

Set request action​

The request action is one of the most relevant actions that can be carried out by end customers.

  1. In the tutorial tab, select 17. set request action.
  2. Scroll down in the open sidebar until you find a box labeled Requests.
  3. Select this.
  4. You will now find the settings in the opened area. These are already well preset.
  5. Enter your e-mail in the "Internal e-mail address" area so that the system can send you e-mails when you make an inquiry.
  6. In the "Contact form" area, you can set which data (name, email, etc.) should be requested from the end customer.
tip

If your configurator is booked in the Basic license, the system will inform you at this point that you cannot view customer inquiries in this version.
The configurator will still function fully up to this point, but you will not be able to view the requests in the configurations table, nor will the system send you e-mails.
For this use case, you must therefore upgrade the configurator to

Pro
or
Enterprise
.
But you can test at your leisure beforehand!