This article goes over how the "Send alert if I forget to submit this order" feature works, and how it can help ensure that your team and yourself stay on top of your orders. 

On the order entry page, you will see a checkbox that reads "Send alert if I forget to submit this order". 

Your sales reps, in-house users and customers can check or uncheck the "Send alert if I forget to submit this order" checkbox as a personal reminder. Or, you can configure the "Send alert if I forget to submit this order" checkbox to be checked by default for various users. 

If you want to configure "Send alert if I forget to submit this order" to be checked by default, start by going in the Tools tab, in Maintain Permissions.

Start by selecting the user you want to configure this for. 

Then, under "Order Entry Permissions" check the "Create/edit order" checkbox, if it isn't already checked. 

You will then see another checkbox that reads "Check the "Send alert if I forget to submit this order" checkbox"; check the checkbox. Do this with all the users you wish to configure "Send alert if I forget to submit this order" as checked by default. 

If the user for whom you set the "Send alert if I forget to submit this order" feature by default forgets to submit an order, they will receive an email notifying them that they've forgotten to submit the order in question two days after having entered the unsubmitted order. Note that the alert will be emailed to the Contact Email Address entered on the order.

The photo above is an example of such an email. 

As you explore your Crik-IT portal, questions will arise and we're here to help! Meet with us via video call and email us at support@crik-it.com.