When dispatching invoices etc by email, allow the developer the ability to state the PDF filename during parameter setup so rather than getting attachments like OEINVC.PDF they get INV007654.PDF. Allows email searching by attachment easier.

Comments

  • This idea was posted in May 2020

  • This would also be helpful in creating OE Quotes in CRM. So many additional steps to send a quotation

  • More and more customers are going paperless and require document names that are easily identificable.

  • Would be helpful if the attached document could be identified with the same number that it carries