Currently you have to change the delivery method in AR customer, and you can only choose either email, or contact email. Clients would like to be able to choose who receives the email without constantly having to change this setting in AR customers.
by: Judy K. | over a year ago | Operations Management
Comments
perhaps and email address per report type (O/E invoice, A/R invoice, statements...)
I would like to vote for this.
a drop down listing e-mail addresses and ability to enter one at time of report generation
It would also be nice if you drag down on a range of invoices instead of one @ a time.
The contact person for sales, for purchases, for statements, for remittance and more require different contacts with their e-mail addresses.
It would be nice if instead of only two options for statement delivery method in Accounts Receivable statements, there were three - print destination, contact email or email. We send invoices to one email address and statements to another. If you only choose customer method in the customer profile you are tied to contact email or email. You have to remember to keep changing the profile depending on whether you are printing statements or invoices. Therefore, it would be nice if you could choose from the three methods at time of printing statement or invoice.
Agreed. Also applies to AP - multiple emails needed per vendor based on function - eg the Purchasing officer wants to auto email POs to the supplier's sales team, while the finance officer wants to auto email remittances to the supplier's finance team. Uh oh.
Yes!! A Drop down box in Order Entry would be PREFECT!! I have a lot of customers that have multiple purchasing agents. having this would be AWESOME!!
Definitely need the drop down box. We have a lot of customers that have multiple purchasing agents, multiple receiving agents, plus the a/p department to send invoices. Same issue with AP - we have a lot of suppliers with multiple divisions and sales agents that we work with, but one a/r email address.
Must be able to send invoices to one email address and statements to another. More and more customers are requiring this.
Yes!! A Drop down box in Order Entry would be PREFECT!! I have a lot of customers that have multiple purchasing agents and we need to email whomever is using their credit card to purchase. So we need to print the receipt, scan it then send it.. UGHHH
this issue is referred to in other issues. Does Sage see this requirement has come up time and time again?
We need to be able to sent emails from either customer or contact email as sending invoices and doing A/R follow up is not always to the same address. Would also like the option to select more than one email address per invoices and the ability to add additional documentation if required before sending
AR, OE, PO, AP... all modules should have the ability to select one or multiple emails to send different documents, i.e. quotes to one person, the invoice to another, the statement to yet another. Also, have "default"
email(s)in whichever module, so your not always having to go in and "select" for every invoice, order or statement etc....