Happiness

Fields in default email

Status: Under consideration
by Happiness on ‎19-04-2013 04:02 PM

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).

Status: Under consideration
Thanks for the excellent suggestion. Anyone else who would like to be able to add fields from within the company file itself to email messages, please add your vote to this suggestion. Please also comment with the specific fields you would like to see. For instance customer names when emailing invoices, or employee names and the pay period when emailing payslips.
Comments
by MYOB Moderator on ‎17-06-2014 03:20 PM
Status changed to: Under consideration
Thanks for the excellent suggestion. Anyone else who would like to be able to add fields from within the company file itself to email messages, please add your vote to this suggestion. Please also comment with the specific fields you would like to see. For instance customer names when emailing invoices, or employee names and the pay period when emailing payslips.
by MVDP 2 weeks ago

Hi

This is definitely functionality that needs to be added to MYOB - most correspondence happens via email nowadays, and it makes sense to be able to email a letter or promotional page directly from MYOB as the existing database already has all your customers emails in it.

 

I've tried to work around the current setup by customising the existing format, but this is not ideal.

 

Could someone at MYOB look into this & let me know if anyone is working on implementing this idea.

 

We need to be able to maximise the data in MYOB for use in marketing campaigns alot more easlily.

 

Thanks

by MYOB Moderator 2 weeks ago

HI @MVDP 

Thanks for your feedback and voting for this idea on the AccountRight Idea's Exchange.

All ideas are passed on to the development team to gage an indication of what clients are needing and request as part of their AccountRight software.  Also the voting system on an idea also gives an indicate of the demand for the idea. The more votes an idea has the more demand there is and the higher chance of it being implemented ahead of another idea.

As to a timeframe, we can't give an exact one for the ideas posted on the Ideas Exchange as we do need to assess each idea and the demand for that usage before implementing it into the product road map. 

I still encourage users to vote and comment if required on this idea if they would like to see it implement in the program.

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