Share your ideas for improving. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Email: Ability to set variable fields [Name]

Cover User

3Posts

30Kudos

0Solutions

3 Posts
Cover User
Australia

You can set the default email message for sending out statements, quotes, etc., but what we need is a way to insert fields, so that the emails can work like a mail merge.  E.g."Dear [[Name]]", where [[Name]] would automatically be replaced with that company's contact's name, which would be stored in the MYOB database.

 

One of the problem with the generic emails that we currently send out, is that they sometimes look like spam (to the recipient's spam filtering software and sometimes to the recipient themselves).

 

Could also be useful if you could use fields in the default email subject also.

 

(We're using AccountRight Premier 19).


"Fields in default email"

Current Status: Done
Last Changed: September 2020

Hi Everyone


With the release of AccountRight 2020.3, the following email variables can be used on sale based email messages by adding to it to the default message:

 

• {{your_business_name}}
• {{your_business_email}}
• {{your_trading_name}}
• {{your_business_phone}}
• {{your_business_website}}
• {{customer_full_name}}

  {{customer_first_name}}

• {{customer_business_name}}
• {{invoice_number}}
• {invoice_total_amount}}
• {{invoice_amount_due}}
• {{invoice_date_of_issue}}
• {{invoice_due_date}}
• {{purchase_order}}
• {{foreign_currency_code}}

16 Comments
Wilsons
2 Posts
Cover User

We URGENTLY need this additional option/function!

PLEASE READ:

We have a range of companies/customers that we do work for on a regular/scheduled basis and they are very particular/strict with how they want to recieve invoices via email (because they have so many sites/jobs that they manage they need the customer card name included to avoid having to open each email/invoice from us to identify whom to forward to).

It takes us (and three other Myob business users that we peronally know) approximately 2 hours or sometimes longer just to send our invoices because we have to open each individual invoice first, then click/select to send via email, then we have to COPY & PASTE the customer card name into the subject line of the email in front of/before the Invoice number and then we can finally send it! It's ridiculous! Surely if the invoice number can/does automatically appear in the subject line by default in the email (when sending invoice via email) than you can make it/include that we are able to choose/have preference to select/include the customer card name in the subject line also if we wish????

 

Our lives would be changed forever! because we would not waste so much time!!

It would mean that we could then just go into print/email invoices select all our invoices (from date range as currently possible) and send them all at once!!! Let Myob send them/do the rest!

 

I hope this all makes sense because we really need this! PLEASE CAN YOU DO THIS!!??

 

We URGENTLY need this additional option/function!

petenroz
Contributing Cover User
7 Posts
Contributing Cover User

This is a no brainer, i cant understand why this is not available.

This is why we build relational databases.

Hurry up and do please.

Cyclone_Print
5 Posts
Cover User

How are we going with this? It's been around since 2013 and no action?

Steven_M
45,180 Posts
Former Staff

Hi Everyone


With the release of AccountRight 2020.3, the following email variables can be used on sale based email messages by adding to it to the default message:

 

• {{your_business_name}}
• {{your_business_email}}
• {{your_trading_name}}
• {{your_business_phone}}
• {{your_business_website}}
• {{customer_full_name}}

  {{customer_first_name}}

• {{customer_business_name}}
• {{invoice_number}}
• {invoice_total_amount}}
• {{invoice_amount_due}}
• {{invoice_date_of_issue}}
• {{invoice_due_date}}
• {{purchase_order}}
• {{foreign_currency_code}}

JohnFLO
1 Post
User

Hi

Why arent there more email variables such as ship via or promised date or customer at delivery address 

In Account edge you can have multiple templates and far more variables

When is Account Right going to catch up? By being forced to use Account Right we are going back 10 years

lifestylee
1 Post
User

Is there an email variable for "Ship via" in Account Right 2022.5.1 ? there used to be and it seems to have disappeared and was really helpful!