** Sage 300 CRE - Service Management - Invoice Preview - E-mail report as PDF file **
When the above option is selected, the system opens up a new e-mail with the invoice attached. The subject is the invoice number which is great but the body of the e-mail only says "here's you report". There is no an option to edit the body of the email automatically so that it pre-fills with something more useful than just "here's your report". This really should be available! It would save a lot of time considering how many invoices we e-mail everyday!

Comments

  • I can't tell you how many times I have seen responses from customers expressing confusion because of this limitation.