Email: Ability to set senders email address for Outlook
Hi, the fact that Myobautomatically uses Default emailaccount in Outlook is totally wrong move. Lets say that we have 5 email account in OUTLOOK, default is FRED@ and the one that I need to use for Invoicing is ADMIN@. I am sending invoice via MYOB that will automatically use FRED@ in my Outlook. Does that make any sense? NO. It does not. How hard would that be to configure MYOB to be able to set whatever account in my OUTLOOK will be the MYOB account? I know that your answer is going to be this: You can set default ADMIN@ and when you use OUTLOOK without MYOB, you can choose your account FRED@ manually. This would be veryunproductive and very hard to manage. The reason why you have to make the feature ,, CHOOSE OUTLOOK EMAIL ACCOUNT,, available is that people can use appropriate outlook email account with different email signatures. 99.99% companies havemultiple emails. Please let me know what you think....:-) Have a good day Fred "Outlook Email Default for MYOB"
Sales: Email message character limit increase
Being limited to approximately 256 characters for invoice and statement Email Message text is not friendly. I would like to include a lot more detail in the Email message area for statements and invoices. 1000+ characters would be nice. Another feature that would be nice would be to have; 30 day, 60 day and 90 day Email statement templates (email message content). i.e. when performing a statement run if you have a 30 day, 60 day and 90 daytemplate in the system, any clients with monies outstanding in the 90 day column automatically receives the 90 day email template, people with monies over 60 and under 90 get the 60 day email template etc.Obviously the 90 day template would be informing the client that we are about start getting verynasty. 60 day template would signify that we are terminating services, and30 day template would be requesting that the account be paid promptly. "Email message content + Email statement templates"Email: SMTP servers to email
At the moment, my understanding is that MYOB relies on MAPI to send e'mails and if you are using an e'mail that does not use MAPI API's you have to save reports as, say PDF, and manually send by e'mail. As a user who chooses not to use Outlook for various reasons, I set up the MAPI settings in Windows Control Panel, but still MYOB does not send my e'mails. Could someone please explain why MYOB will not allow me to enter my SMTP settings and connect to my mail server with alternative APIs - such as the CDO set? Supporting only MAPI appears to be very restrictive to users who need to use software other than Outlook and must create more support calls than is necessary - not to mention unhappy users. Thanks. "Please can we use SMTP servers to send e'mails from MYOB"
Sales: Email received confirmation
Client suggestion I have another suggestion that has caused us a few hiccups. When you send an invoice via email you have no way of knowing if it got to them. I guess what I mean is, if the email address has been entered imperfectly then there is no "Mail Delivery Error" or similar to let you know. And as most clients dont reply saying they've received an invoice, you just assume they have until they havent paid, and you resend and same happens. We have had 3 instances now, one a typo on my part, another someone texted their email address incorrectly (so my several times rechecking didnt help), and another went to someone's old address that they have an autoreply on but we didnt receive it. I'm sure it's unlucky we've had so many, but I imagine it must happen to others occassionally as well. I wonder if you could add it to the "feedback" list? "Email received confirmation please?"
Sales: Email Packing Slip
Hi. We try and minimise the amout of paper we use in the office. It would be really great if I can email packing slips to the guys in the warehouse rather than just being able to print them. I am currently printing them to a PDF writer and then manually attaching them to an email. A one step process in AccountRight Plus 2012.9 would make things so much easier. Thanks, Jo "Ability to Email Packing Slip"
Email: Read Receipts
We are running AccountRight Premier and our email programme is Microsoft Outlook 2010. We often email purchase orders to suppliers, and invoices to customers. Is there any way to generate a Read Receipt to let me know that the recipient of the sent email has read the email? Even if I set this up as default in Microsoft Outlook 2010 settings, it does not generate a Read Receipt if I email through MYOB. We are sure that there would be numerous other people that would benefit from this change, if it can be made. "Email Read Receipts"Contacts: Individual customer type
We are in the trial stage of MYOB Live, we have two issues that may steer us away from the program. We are a lawnmowing & garden kerbing business, with a fairly even split of business and individual clients. When creating a contact for an individual, we can see that we have to put the client name in the business name field - dilemma is, if we put say Andrea Zappia in, it will appear correctly on the invoice, but will be listed under A in all of our reports - on the flip side, if we create as Zappia, Andrea then it will list correctly in our reports under Z, but will appear on the invoice as Zappia, Andrea, which we feel looks unprofessional. Can we see the facility of Individual customers being created? Secondly; a majority of our clients have a different billing to shipping address; in particular we have customers who own rental properties, and both addresses need to be reflected on the invoices; similarly business clients with more than one site whom we service. Presently only the billing address appears on the invoice and the only way the shipping address can be inserted is to manually insert in the notes section of each invoice; with approximately 120 clients this is a big negative. So could we see the auto insertion of a shipping address on the invoices as is done in other MYOB products. Look forward to your response. Helen "Creating Customers - Individuals & Inserting Shipping Address onto invoices"
Email: Compose email in Outlook but don't send yet
Please add an option in MYOB AccountRight Live (and any other versions) to disable automatic sending of emails in Outlook. I believe it would be very benefitial for users to be able to change/customize the contents of the email in Oultlook prior to hitting the send button. This would allow the user to select a custom signature (other than the default one), attach other files easily, add CC and BCC's to the email or other contacts stored in Outlook, and send a proper nice looking HTMLmessage. I currently have a workaround for this using an Outlook VBA script, but I believe this should be an inbuilt option.
