I notice if we send a quote via email then some days later we change the quote the original email sent showing in sent emails has changed, why? It should keep the original email that was sent and a new one sent should show the difference.
how do we keep the history?
michael
Hi michael152,
Thanks for clarifying. To help us understand what’s happening and more tailored assistance, please get in touch with our support team through any of the options on our Contact page. They’ll be able to take a closer look and work with you on the next steps.
Cheers,
Princess
I would like to change my wording, i believe the item marked on the MYOB page says "sent emails" that is incorrect. its not historical its a copy of latest quotes and invoices not sent ones.
Hi michael152,
Good call. Having a unique log for every version sent, rather than the newest copy saving over the old one, makes total sense.
At the moment, the email history is tied directly to the quote. So, if you tweak the quote down the road, the "Sent Emails" view will show those new updates instead of what you actually sent back then. We don’t have a built-in toggle to lock in the original data. As a workaround, your best bet is to save the quote as a PDF first and keep a copy of the sent email for your records.
If you want to see this built into the system, posting it on our Ideas Exchange is the best way to share your suggestion and gather support from other users.
Cheers,
Princess
