Hi,
Sending out invoices/statements to the right person is tricky when you don't have the option of entering various department emails in the Contact card. Often invoices go directly to the salesperson etc but a copy has to go to the admin/purchasing area which is a different person. The card profile doesn't allow for a title/position etc for clear recognition of a persons role(being the correct contact etc). The card file doesn't allow you keep the email records sorted and it is only when you get to the email invoice stage that you have the option to chose.
- Suziq10 years agoExperienced Cover User
I TOTALLY AGREE, HAVE SENT MANY INVOICES TO THE WRONG CONTACT DUE TO THIS ISSUE.
- Steven_M10 years agoFormer StaffStatus changed:NewtoNew
Hi Triggs
Thank you for your enquiry
AccountRight does allow multiple email address's and contact information to be added to a card. This can be done via Card File>>Cards Lists>>Selecting the required card>>Selecting the location on the left hand side. You can then drop that down and select multiple locations and add in contact information from each address. When you go to email that customer you can use the drop down next to the email address field to select the required email address.
Is that what you are after with your idea or are you thinking more about having a contact added to that list of email address so you can see what contact is linked to what email address? - Triggs10 years agoContributing Cover User
The main issues I have are for example:
- Printing statements – The "to be printed list" doesn’t list the email addresses which makes it hard when you have the odd customer that needs a printed statement (I have to flick from the email statement tab then note down the ones that I need to print. If the emails were listed on the print statement tab I could tick the ones that don’t have an email then just go to the email section and deal with them because it only lists the ones with emails.
- Instead of having Email 1, Email 2 as the email address headings, use this as the person’s job title (or at least have it editable) then it would be easier for the detection of getting information to the right person
- The Address Locations is still a little clunky as you can’t edit the header? , but also it doesn’t come up when you go the print/email section and it only has email 1,2,3 etc so you can't identify the role of the email addresee
Email list on print statement/invoice section would be a good start I think,
Thanks for the reply:)
- Steven_M10 years agoFormer Staff
Hi Triggs
In regards to having the email address shown on the Print Statement window you might like to show your support for Statement - emailing or printing option This idea is directly aimed as separating the customers out from the printed statement ones and the email statement ones, which more suited what you are trying to achieve in the long run.
- eftl10 years agoExperienced Cover User
Hi,
Having had the same problem I have searched and found several users enquiring as per Triggs entry above. In our case, I have the customer's Accounts email address set up in the Card, but what is happening more is the larger companies are insisting that Statements are sent to another email address.
Every month I have to think about which companies require statements sent to a different email address than the one I have listed on the Card, then I have to change it, then change it back again ready for the next invoice. It's taking us back a step when technology could be helping here.
We are talking about some of the largest companies in NZ, and being a little contractor, it is futile to think they will change their process for us!
MYOB - help us out please. Thx.
- Help12310 years agoCover User
Would be greatly appreciated to have multiple email address fields in card file to be able to send both invoices and statements to mulitple persons at the same firm - can't believe there is only one email address per card file/customer.
- Steven_M10 years agoFormer Staff
Hi Help123
Thank you for your feedback in regards to AccountRight and multiple email recipients.
AccountRight allows for multiple email addresses to be added to the card currently. To do this go to Card File>>Cards Lists>>Select the required tab>>On the left hand side of the Profile tab is the option for Location. If you drop this down you can select another Location or Address. This would allow for the entry of up to 5 email addresses per card. When you are emailing using that card select the drop down next to the email address box to select the different email address.
My understanding of this idea on the AccountRight Idea Exchange is aimed at showing which contact is linked to what email address. This would allow for users to just remember the contact rather than the email of that contact or the location setting for that recipient. - eftl10 years agoExperienced Cover User
Hi Steven
Ok, I see where you mean. When sending an invoice next to the 'TO' box you can drop down and select an alternative address if there is one set up in the card. Easy. You still have to rely on memory to remember which customers require their invoices and statements sent to separate addresses, but you're right, at least you don't have to remember email addresses as well.
Thanks.
Trace
- guild9 years agoCover User
Many customers have different email address for invoices and staements. The difference for an email address for a statement should be automatic not a remember and choose. Printing and emailing statements should also be automatic like invoices, not a set up a work around by adding a P and E to the customers card and filtering. Many other accounting packages already do this.
Come on MYOB this is pretty basic business practice. Also this issue would I am sure have more votes if it was easier to find previous posts. In fact when I rang MYOB support last Tuesday the helpful person was suprised that it wasn't there.
The search feature really only seems to work well if you use the same wording as previous posters or previous posts are really recent. If you read these at all can I suggest better explanation of how to find information or better grouping in search.
- guild9 years agoCover User
Should probably clarify the MYOB phone support person already thought that statements were seperated like emails to print or email not both by the tick on the card file. Had trouble understanding that customers would have a different email address for statement and invoices.
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