NathMcKnight's avatar
NathMcKnight
2 months ago
Status:
New

Add a drop down box of known emails when sending an email through the app with an invoice.

When sending an email through the app with a new invoice for a known customer I have to type the email address I want to send it to each time. It would be much faster, and reduce potential error, if a drop down box was added that provides all emails associated with that customer.

For context; I send invoices regarding the same client but to multiple people (2) depending on the item purchased. All emails are add under the clients profile in app.  

solo

3 Comments

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  • Hilary-Solo's avatar
    Hilary-Solo
    Trusted User
    2 months ago

    NathMcKnight  — we’d love to get this sorted for you! 🙌

    The quickest way to chat with us is through the Digital Assistant in the Solo app. Just log in, head to the ‘More’ tab, and you’ll see Digital Assistant right at the top.

    I’ll give the team a heads-up that you’re on your way! 😊

  • NathMcKnight's avatar
    NathMcKnight
    2 months ago

    Hi Hillary, 

    That's interesting you say that. I'm not get any email addresses show up in that case. 

    How best to reach out?

  • Hilary-Solo's avatar
    Hilary-Solo
    Trusted User
    2 months ago

    Hey NathMcKnight,

    Thanks so much for your suggestion—adding a dropdown for known emails is a great idea, and we really appreciate you taking the time to share it! It’s exactly the kind of feedback that helps us keep making Solo better. 🙌

    Just a quick heads-up though—when you select a customer, any emails saved under their profile should automatically appear in green in the email address field. You shouldn’t have to type them out each time.

    If that’s not happening on your end, definitely shout out—we’d love to take a closer look and get it sorted for you. 💪

    Thanks again for your input—we love seeing how you're using Solo in the real world!