Is there a way of adding another column to the To be printed/email page in sales? I'm wanting to add a extra field from the card file but can't see an option to do this. thanks

Hi suziecanu22,

 

Currently, there’s no option in AccountRight to add an extra column to the "To be printed/email" page in sales or to include an additional field from the card file on that page. If this feature is vital for your workflow, you can suggest it on the AccountRight Idea Exchange board, where users can propose enhancements and vote on them. 

 

Cheers,

Princess