Sent emails are not reviewable in Myob AR.
Can they be auto inserted as a contact log entry so they may be reviewed and a better record kept?
- Leethal8 years agoCover User
Excellent idea! Definately needed!!
- mumow8 years agoExperienced Cover User
I agree, this would be a great record keeping feature.
- JessK8 years agoContributing Cover User
It would be very handy if you could view a 'PDF' or flattened copy of the document being sent by email. For example, when i send my customer statements by email, i can see on the 'Sent Emails' icon that a statement has been sent, but i cannot view a copy of the actual document sent. Unlike the old system which used an email provider such as Microsoft Outlook, where you always had a copy of the PDF attachement in your sent items. Also i understand that you can click on the blue arrow on other emailled documents such as purchase orders and quotes and this takes you to the document within MYOB. However as documents can be changed/ammended you are never sure if those details within the document are what was actually emailled to the customer or if it has since been updated/changed. Your consideration is appreciated. Thankyou.
- Tallie_M8 years agoFormer Staff
Hi there JessK,
Thanks for your suggestion. I've merged your post with this idea on the AccountRight Idea Exchange due to their similarities. Please don't forget to vote for this idea!
Anyone else who would like to see better tracking of sent e-mails and copies of sent documents within AccountRight, please cast your vote as well. Voting can be done by clicking on the thumbs up icon.
Cheers,
Tallie
MYOB Social Support
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