New Project by Customer

This template is used to notify the project manager when a customer contact has submitted a new project.

Recipients: Project Managers 

Options: This notification requires that both the Project Creation Form (PCF) Notification and Notify when new project created from PCF settings be enabled:

As a courtesy to your customer, you can also configure MultiTrans to notify the customer contact person to confirm their new project before providers begin submitting applications and bids.

This template includes the following available elements:
  • Also Deliver To
  • Billing Account
  • Body Part Url
  • Client Module: Quote Required
  • Comments and Instructions
  • Contact Name
  • Customer Name
  • Delivery Delay Reason
  • Document Name
  • Enterprise Name
  • Priority
  • Project Completion Date
  • Project Delivery Date
  • Project Group Code
  • Project Manager CC Names
  • Project Manager Name
  • Project Number
  • Project Title
  • Purchase Order
  • Reference Document
  • Reference Project Number
  • Send To
  • Sent By
  • Submitted Date
  • Traffic Coordinator

To: Project Manager Lucy

Subject: Project ACME-20200403-006 has been submitted by Jane Doe.

Heading: New Project

Message: Jane Doe from ACME Inc. has submitted a new project ACME-20200403-006. Go to project.