Can I change my guided email setup answers later?

In the appEmails and messagesUpdated 2 Nov 2026

Short answer

Yes. Choose Run guided setup again under Sending setup, or change the individual sending rules and each email group's status assignment.

Finishing guided setup doesn't turn on Send an email when an order is created.

Check that switch separately when your chosen setup should send creation emails.

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How do I answer a customer's change request?

Open the customer's request from Open items in the Inbox or Change requests and questions on the order. Review the requested value, confirm it or offer an alternative, and reply. Check the resulting request chip: Saved, not sent needs Send updated quote; an alternative can remain waiting for the customer's agreement.