pukehou's avatar
pukehou
Contributing Cover User
9 years ago
Status:
New

Online Emailing: Viewing content/message of ALL Emails sent

It would be great if either

(a) we could see the message content of ALL emails, including statements

OR

(b) we could choose which emails to send directly from AccountRight and which not to send. e.g send Invoices but not Statements.

 

reason - had a customer balk at comments in a Statement email which was amended just for them, as they were seriously overdue, but we cannot see the message - therefore it would be good to either be able to see it, or choose not to send specified email types (and this choice would inlcude a breakdown of the Sales and Purchase email types e.g send Invoices but maybe not send Quotes).

 

"Emailing"

Setup

61 Comments

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  • RUTHM's avatar
    RUTHM
    Cover User
    6 years ago

    I know this is something that has been brought up before but I am finding it particularly frustrating not to be able to view statements once I have sent them to customers. I would like to view the statements as well as the comments that I made

    • RECHEL's avatar
      RECHEL
      Cover User
      5 years ago

      I would really like to be able to preview Statements before sending them directly to customers.  At the moment I send it to my email and view the attachment before forwarding it to the client. If I miss anything, is there a way to preview statements before sending them out?

  • Jaycee's avatar
    Jaycee
    Contributing Cover User
    8 years ago

    When checking invoice emails sent via MYOB, the sent invoices can be viewed via "sent emails" and "view all activity". Invoice portal window will show all actions on the invoice, it would be good to be able to view what statement information was emailed with a similar function.

     

  • HeatherDBS's avatar
    HeatherDBS
    Experienced Cover User
    9 years ago

    I agree, it would be great to use this option for sending invoices only as quotes and orders need to be attached into our job management system to be viewed by all staff - including those who don't have access to accountright. However, they don't need access to invoices, so it wouldn't be an issue.

  • MHS's avatar
    MHS
    Experienced Cover User
    8 years ago

    I agree if we could see the message content of ALL emails, including statements.    If MYOB can do it for one type of email then they should be able to do it for all, this is the main reason I am reluctant to use the feature.

     

  • KeepingTrac's avatar
    KeepingTrac
    Partner
    8 years ago

    Current it is only sales invoices and purchase orders that can be reopened thru Emails Sent.  Need to be able to read statements,  reports etc. that are sent via email as well, especially any messages that were sent with the emails.

     

  • KMHS's avatar
    KMHS
    Contributing Cover User
    8 years ago

    Please add the message section into the emails! My supplier sent items on a email quote as it is the first time I have asked for a quote from them. They did not read the message obviously and are now questioning their returns charge policy!

    Of course the only thing I have to back up the quote request is the emailed quote form.

  • FOC's avatar
    FOC
    Cover User
    8 years ago

    I would like to be able to view the content of ALL sent  emails not just invoices.

    I accidentally emailled some of our employees all employeess super payment reports instead of an individual employee report.. It would be good to see who I sent the wrong information to.

  • mt1964's avatar
    mt1964
    Experienced Cover User
    8 years ago
    I agree with FOC...I've been asked to see contents of emailed reports sent and can't see how to access this function...would be helpful instead of tailoring the report again and hoping that was the one sent previously...
  • pldaye's avatar
    pldaye
    Cover User
    8 years ago

    Emailing sending : Unable to view purchases and other content.

    Not very professional exspecially when sending through other companies.

    What reason would you not want to view want you have sent.

    Not 'Happy 

  • CORPVM's avatar
    CORPVM
    Cover User
    8 years ago

    Would be great if you could see the content of emails sent to customers on all emails, it is important that this is available!!!