For the complete documentation index, see llms.txt. This page is also available as Markdown.
Create followups when changing status
When the status of a customer, customer account, job or financial document - e.g. an estimate or an invoice - is changed, we can directly notify other colleagues to take over here.
This makes sense, for example, when I switch a job to "to be billed" and want to immediately notify a person from accounting that an invoice can be issued here.
The notified person is then informed via a followup and can from there jump directly, for example, into the relevant job or financial document.
