I originally requested the ability to allow for invoice defaults for emails/messages in Sage, however I feel like this hasn't been implemented as I've requested.

My request was to allow invoice defaults that arise from fields. For example, our company likes to number our invoices as follows: actrec.jobnum-00#. It would be nice to have this functionality.

In addition, the "Save as PDF" option should allow for a default save location as well as a auto-generated filename based on fields existing in the software (so for example if our company has a network folder where we want to save pdf copies of the invoices, we can save invoices to that in the format actrec.jobnum-00# <--this should be customizable.

Thirdly, you shouldn't be required to choose an email for the outlook attachment.

Lastly, I noticed a glitch in Outlook. If you have carriage returns in the message body, when you send the next record, the carriage return is replaced with the "|" character.

Please fix these so the original product idea is implemented.

by: Ryan B. | over a year ago | Review and Reporting