Hi everyone,
I'm currently setting up Front for a Manufacturer's Rep agency in the HVAC/Plumbing industry. We have a specific workflow where "Stocking Orders" (POs over $25,000) need to be routed differently than standard daily orders.
The challenge is that the dollar amount is usually located inside the attached PDF Purchase Order, not in the email body.
Has anyone found a workaround for routing rules based on text/numbers inside an attachment? Or is the best practice to train our vendors to put "$25k" in the subject line so Front's rules can catch it?
Thanks!
