Triggs
Contributing Cover User
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.
Triggs
10 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:)
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