Thank you for visiting our Partner Zone. This area is an exclusive space for MYOB Partners. Find out how to Partner with MYOB.
Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.
Would be good to have in the Preference setting the ability to turn on a automatic contact log when sending statements to customers.
"Create Contact Log when sending Statements"
I use the Contact Log constantly and it would be really great if when an Invoice/Quote/Statement/Purchase Order/Remittance is emailed or Printed it actually has an entry in the Contact log to indicate this. I know you can see emailed Invoices and Statements but you need to know when or approximately when they were sent to be able to find them, which is pretty useless when there a mutliple people using the Database.
I think it would actually be extremely useful (not to mention save a lot of time) to show when an Invoice/Quote/Purchase Order etc are printed or emailed to be shown in the Contact Log as well. My clients (yes multiple) are always asking "When" did you sent the Invoice/Quote and has that Purchase Order been sent and "When". I know it is recorded in the "Emailed" log but you need to know approximately when it was sent and this does not account for Printed.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.