Partner Zone

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

Product Ideas

Online Emailing: Viewing content/message of ALL Emails sent

Contributing Cover User

6Posts

177Kudos

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"

58 Comments
brucebus
2 Posts
User

Would be most helpful to be able to read message content of emails.

Presently have nothing to refer back to......

ShelleyS
1 Post
User

I totally agree that it would be great to view all types of emails, like purchases & the email subject after the email is sent.

sanicmoo
Contributing Cover User
9 Posts
Contributing Cover User

Would be helpful to see the the message in the email when emailing reports to customers. Would also be great if emails to the customer would show somewhere in there card file.

ozwhite
3 Posts
Cover User

It would be good to be able to see the email message sent for quotes, sales and purchases the same as you can with using the View all Activity feature that you can find on Invoices. Unless you receive a reply to the sent email, there is no way to view comments emailed to customers when sending quotes or orders unless it is sent through Outlook which has its own issues of not being able to send to all emails.

kimbloid
4 Posts
User

So agree and need that option

Jeano
Experienced Cover User
16 Posts
Experienced Cover User

It would also be good to be able to see payslips as staff see them, so it is easier to discuss any queries or explain content

Amamus
1 Post
User

This functionality is essential.  At the moment can only see the email that statements are sent to.  When multiple clients have the same email address, it is impossible to tell which statement was sent.

AdminKCF
3 Posts
User

Need to be able to see content of  some Quote emails sent otherwise will have to save the quote as a .pdf  amd email thru MS Outlook to get the audit trail required on some clients for specific correspondence records - which is a very onerous process.