Two email addresses for are not sufficient for Customers/Vendors. For example, it is common for a customer to have different people receiving statements, order confirmations, invoices, etc.
Therefore we should have the different document types listed against the customer/vendor account and an email address can be entered against each one.
by: Steve B. | over a year ago | Financial Management
Comments
Automation of emailing is important - it is not a sideshow.
Take if further, allow flexible email control.
Create an "Emails' tab in the customer / vendor screen with an open grid. As lines are inserted they are auto assigned an index labeled 'email 1', email 2' etc.
Ability to select any document type form a drop down list, apply an email address.
That way users could have a single email per document type, or MULTIPLE.
When printing from within a document (ie one document will be generated):
When printing to email, if a single address then auto use that. If multiple email address lines are matched to that document type, present a dialog allowing user to click the one to be used - dialog shows the index name (eg Email 1) and the email address itself.
When printing using the forms icons (ie multiple documents may be selected):
Include a simple selection on the screen to allow user to select the level of the email address to use - defaults to 1. If 1, uses the first email address found that matches that doc type. If 2, use the second. Etc. Sorting is by the 'Email 1', 'email 2' filed. If a second , third etc email address does not exist for any vendor / customer then use the preceding one.
Also and importantly:
- Make the email field 256 characters long. 60 is far too restrictive.
- support semi colons between addresses within one field - so one field can hold multiple email addresses that will all receive the one print.
how about also putting default forms at a customer level as well
The Key Communications module from Pacific Technology provides a lot of the functionality requested above e.g. multiple contacts for customers and vendors, the ability to nominate which documents get e-mailed to which contacts, etc.