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Email: Contact based variables added

User

5Posts

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5 Posts
User

I'd like to see some additional fields in the customer card, eg:

 

 

Email subject line:


I have some clients (eg insurance companies) that request a particular reference code (eg case number) in the email subject line for their internal routing.

 

 

GST included / excluded:

 

It's only a matter of time before I trip up, and charge GST on top for residential customers, or include it for commercial ones. I'd like to set this for each customer.

 

"Contact-based preferences: email subject line, GST included / excluded"

Current Status: Done
Last Changed: November 2020

Hi Everyone


MYOB Essentials allows for the user to add email variables from the contact record or the invoice. This is set up through the Settings>>Invoice and quotes settings>>Default email text.


More information on this topic can be found on Set up default invoice and quote emails

1 Comment
Steven_M
45,180 Posts
Former Staff

Hi Everyone


MYOB Essentials allows for the user to add email variables from the contact record or the invoice. This is set up through the Settings>>Invoice and quotes settings>>Default email text.


More information on this topic can be found on Set up default invoice and quote emails