Partner Zone

Share your ideas for improving MYOB Business/Essentials. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Sales: Emails - Send copy to own email address

2Posts

1Kudos

0Solutions

2 Posts
User
Australia

Hi,

 

I would like to have the facility in LiveAccounts to receive a copy of the email correspondence and attachment that I send to my customers when I email them an invoice.

 

This would be very helpful as I am finding it difficult to manually keep track of the email text I use for additional communication with the customers when the notes field on the invoice is toooo small.

 

Perhaps a checkbox somewhere to nominate that a CC of email correspondence generated by LiveAccounts is sent to my existing nominated business contact email address (or an option of nominating another email address for this purpose).

 

This would also give me a convenient method of logging my business email correspondence in my email program.

 

I hope this is a useful suggestion.

 

Regards - Tony--D

 

"Request for LiveAccounts to CC invoice correspondence to my email address"

5 Comments
CathieR
Ultimate Partner
965 Posts
Ultimate Partner

In the meantime you can copy yourself into the email by adding your email address after the customer's by using the semi-colon separator.

NB this only works for Live Accounts and not for the Account Right products.

Tony--D
2 Posts
User

Thanks

D-stress
4 Posts
User

I'll chip in on this - the importance of this is to have confidence that the email is going out, and to have a complete paper trail of every communication that is going out from the company..

 

I would highly recommend that it automatically bcc the business on every emailed invoice.

StevePick
113 Posts
Former Staff

Hi folks,

 

This feature has now been added. You can now Cc others, and every email is Bcc'd to the business owner.Cheers,

 

email.jpg
gloria2
1 Post
User

Hi,

I am using myob essentials and used to automatically receive a copy of any invoice I sent to customers.

This has stopped for some reason

How can I reinstate this please

Thanks