The ability to automatically record email correspondence in the contact log when emailing invoices or purchases orders woudl be incredibly helpful.
"Create a Contact Log entry when emailing an ...
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?
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.