Customised letters

Contributing Cover User HDG
9 Posts
Contributing Cover User
Australia
Contributing Cover User

9Posts

1Kudos

0Solutions

Customised letters

Is there any way that a customised letter can be attached to the customer card list or sale. I've created a Quote Letter to go out with all created quotes but I don't want to save the letter to a folder on my PC but to the sale on MYOB so that it's all together, I guess this still hasn't been thought of as a pertinent thing to do. 

1 REPLY 1
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MYOB Moderator Neil_M
11,862 Posts
MYOB Moderator
MYOB Moderator

11,862Posts

1,400Kudos

1,679Solutions

Re: Customised letters

Hi @HDG 

 

Currently documents can only be attached to spend money and purchase transactions through the use of the In Tray. This may be something our team considers in the future, at this stage however I don’t have a timeline on any potential changes to the In tray functionality

Regards,
Neil

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