Happiness's avatar
Happiness
Cover User
12 years ago
Status:
Done

Email: Ability to set variable fields [Name]

You can set the default email message for sending out statements, quotes, etc., but what we need is a way to insert fields, so that the emails can work like a mail merge.  E.g."Dear [[Name]]", where [[Name]] would automatically be replaced with that company's contact's name, which would be stored in the MYOB database.

 

One of the problem with the generic emails that we currently send out, is that they sometimes look like spam (to the recipient's spam filtering software and sometimes to the recipient themselves).

 

Could also be useful if you could use fields in the default email subject also.

 

(We're using AccountRight Premier 19).


"Fields in default email"

default email
fields
Mail merge
Setup

16 Comments

Sort By
Show More
  • MVDP's avatar
    MVDP
    Cover User
    10 years ago

    Hi

    This is definitely functionality that needs to be added to MYOB - most correspondence happens via email nowadays, and it makes sense to be able to email a letter or promotional page directly from MYOB as the existing database already has all your customers emails in it.

     

    I've tried to work around the current setup by customising the existing format, but this is not ideal.

     

    Could someone at MYOB look into this & let me know if anyone is working on implementing this idea.

     

    We need to be able to maximise the data in MYOB for use in marketing campaigns alot more easlily.

     

    Thanks

  • Liam_M's avatar
    Liam_M
    Former Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Thanks for the excellent suggestion. Anyone else who would like to be able to add fields from within the company file itself to email messages, please add your vote to this suggestion. Please also comment with the specific fields you would like to see. For instance customer names when emailing invoices, or employee names and the pay period when emailing payslips.
  • BBC's avatar
    BBC
    Cover User
    12 years ago

    Hi all

     

    I was wondering if anyone know how to personalize an email when send say an invoice or payslip , to include the first name in the email , ie Dear John?

     

    Cheers

    Nat

  • ASWatCR's avatar
    ASWatCR
    Partner
    12 years ago

    Not sure if this is the forum to ask, but I am on a roll, so I will mention it anyway.  I know MYOB can do Mail merge letters, can this also easily be done electronically i.e. for sending out bulk emails for marketing correspondance (but not invoices)?