Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Online Emailing: Viewing content/message of ALL Emails sent

Contributing Cover User

6Posts

127Kudos

0Solutions

6 Posts
Contributing Cover User
New
New

It would be great if either

(a) we could see the message content of ALL emails, including statements

OR

(b) we could choose which emails to send directly from AccountRight and which not to send. e.g send Invoices but not Statements.

 

reason - had a customer balk at comments in a Statement email which was amended just for them, as they were seriously overdue, but we cannot see the message - therefore it would be good to either be able to see it, or choose not to send specified email types (and this choice would inlcude a breakdown of the Sales and Purchase email types e.g send Invoices but maybe not send Quotes).

 

"Emailing"

41 Comments
RECHEL
5 Posts
Cover User

I would really like to be able to preview Statements before sending them directly to customers.  At the moment I send it to my email and view the attachment before forwarding it to the client. If I miss anything, is there a way to preview statements before sending them out?