Neri's avatar
Neri
MYOB Staff
10 years ago
Status:
Archived

Contact Log: Entry when personalised letter is created

When you create personalised letters I would like it to create a contact log, with the details on the letter and when it was sent


"Automatic contact log with personalised letter"

3 Comments

  • Status changed:
    New
    to
    Open

    Hi Neri

    Thanks for your feedback in regards to the AccountRight program and a contact logs. 

    Currently a workaround would be to make the contact log entry yourself via Cards>>Contact Log>>Selecting the relevant card and select New.

    I do welcome any other users that would like to see the ability for an automatic contact log entry or the preference for this to be created when generating a personalise letter for a card to vote and comment if required.

  • LeanneM's avatar
    LeanneM
    Experienced Partner

    I would like to be able to choose to have a contact log recorded when I use the template letter's within AccountRight to write/email an employee.

  • Status changed:
    Open
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages