NBILL_EM_NEW_QUOTE_PAR_2_USERNAME

[dmzamo]

Good day,
I have just opened the following file:
/administrator/components/com_nbill/language/en-GB/email.en-GB.php

and I notice that there is a parameter/variable for a username (please see below).
define("NBILL_EM_NEW_QUOTE_PAR_2_USERNAME", "You can see all of your quotes online by logging in at %s (your username is %s).");,
but this entire line does not display on the email. Instead, this following line does:
define("NBILL_EM_NEW_QUOTE_PAR_2", "You can see all of your quotes online by logging in at %s.");

How does the email recipient know what their user name is if the username is not included on the email? When you create a new contact using (create new user) no email gets sent out to the newly created contact informing them of their username. So when they receive an email with their quote attached asking them to login to approve or reject the quote, how do they know what to login as?

Thanking you in advance. 

[netshine]

If there is a contact associated with the client the quote was produced for, and that contact is associated with a Joomla user record, the username is included in the email text. If there is no contact record, or there is no Joomla user associated with the contact, no username is included in the email text.

It is assumed that the user knows their own username, as typically they will have chosen it themselves when they requested a quote using a quote request form. If you as an administrator manually create a contact/user, you would have to manually inform them what it is (although that would typically be the exception rather than the rule).

[dmzamo]

Yes I produce a quote for an existing contact/joomla user. But the user is not created in Joomla, but it's created when creating a contact. So here's my process. Firstly I don't use the quote request form...so I don't have it setup. So I'd typically get a quote request via my contact form on my site. At that stage I don't have that user in Joomla. So the first thing I'd do is create a client, then create a contact using the (create new user) functionality within the contact. So the joomla user gets created at the same time (but no email goes out to the new user informing them of their new details). Then I link the new contact to the client. Then I go and create a quote.

So what am I doing differently to what you've explained above? I create a quote for an existing user, which I created at the same time as creating a contact, and that does not include the username on the quote email.

Can you please suggest a way to do it differently?

Thank you for your assistance.

[netshine]

I would suggest using a quote request form instead of your normal contact form, as then the user can select their own username and password when they request a quote. I like the idea of (optionally) sending an e-mail to a contact when you create a Joomla user record for them, so I will add that to the 'to do' list.

[dmzamo]

Thank you,
I will consider doing it that way.

[bscunningham]

I have a similar issues\question\comments.

Comments:

• Our quote requires consultation and we don't want to wait till the prospect gets around to using the quote form, so the standardized form isn't a great answer
• Adding a new client + contact + user is cumbersome especialy when you add CB or JomSocial to the mix. I'd gladly pay extra for a plugin that simplifies the process of creating a new Client + Contact from a CB record or CB Record on creation of a new Client + contact. I'd be happy to detail what this means to me but I'm pretty sure you've been through this loop before.
• If nothing else I'd love to see all the fields common to Clients and Contacts to be on the create Client form with an option to create the contact on save. I guess that means you would have to compare the entered email address against existing records.

The actual question:
Our quotes are typically complex (time consuming) but also constantly similar. Is there a way to create a standard quote or copy and existing quote?

[netshine]

The actual question:
Our quotes are typically complex (time consuming) but also constantly similar. Is there a way to create a standard quote or copy and existing quote?

Not yet, but again this is on the 'to do' list. So far only order forms can be copied.

[bscunningham]

Figured as much, thought as much.

This would be nice when you do get into quote code. We like to give an option for Monthly Quarterly or annual payments. this means adding 3 line to a quote and let them accept the period they want. This is tedious since frequency changes don't change the price. Time lost not only to manual changes but also to looking up the correct amounts.

Of course coping standard quotes would solve this problem too.