Choosing second email address when sending statements

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Experienced User Connockity
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Connockity
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Choosing second email address when sending statements

Hi,

I have been using the old AccountRight and have recently updated to the live version. In the old version I had two emails for my customers using the address drop down menus. The second menu email address is the address I use when sending out my statements(accounts). The first address is the email from the person who ordered the product(sales). In the old version I could select the second email as I ticked the statements for emailing. In the new version I can only tick one and then it won't let me select the second email anymore.

This is very tedious to keep sending one statement and then having to get into the screen again, ticking another customer, selecting the second email address and sending, then starting the whole process again.

Any suggestions please?

Thanks

5 REPLIES 5
Experienced User Connockity
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Connockity
Experienced User

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Re: Choosing second email address when sending statements

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MYOB Moderator Maxine_BC
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Maxine_BC
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Re: Choosing second email address when sending statements

Good morning @Connockity ,

 

Thanks for being patient with this.

 

From my understanding you are wanting to send a statement to 2 different email addresses at the same time, correct?

sending emails.PNG

The above image shows the relevant information that can be found on this link - Sending Emails. I would recommend reading through the info on this link and implementing some of these suggestions.

 

Let me know if that clears things up for you.

Cheers,
Maxine

MYOB Community Support

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Experienced User Connockity
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Connockity
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Re: Choosing second email address when sending statements

Hi Maxine,

 

Thank you for your answer, I am using the batch method for sending statements.

When I am up to instruction number 8 in the list on this set of instructions:

http://help.myob.com/wiki/display/ar/Print+or+email+customer+statements#expand-Toemailcustomerstatem...

I can drop down the list of the email addresses and choose the second email address but then I can't do that for the next customer. I have to send the one I have just chosen and then get into the batch statement window again and go through the whole process for the next customer, and again and again and again for each and every customer.

 

MYOB Moderator Maxine_BC
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Maxine_BC
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Accepted Solution Solved

Re: Choosing second email address when sending statements

Hey @Connockity ,

 

That's an odd one. At this stage I have figured out a work around for the problem. I have passed the issue onto the specialist team.

Give this a go and let me know if it makes things a bit easier for you.

 

1. Select the customer.

2. Pull down the email button and select the CURRENT email that is selected.

3. Then you can pull down the email button and select the desire email address.

email statement 1.png

 

 

 

I can appreciate that this is a little lengthy as well but I am hoping it is faster than your original approach.

 

Let me know how you go.

 

Cheers,
Maxine

MYOB Community Support

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Experienced User Connockity
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Connockity
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Re: Choosing second email address when sending statements

Thanks Maxine - that does work, yes it is a bit longer than how it should work but I am very thankful that you have passed this on to the specialist team.

The customer help line people I have talked to so far know less than me - and that's saying something!

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