27 Comments
- TriggsContributing Cover User
Hi,
Sending out invoices/statements to the right person is tricky when you don't have the option of entering various department emails in the Contact card. Often invoices go directly to the salesperson etc but a copy has to go to the admin/purchasing area which is a different person. The card profile doesn't allow for a title/position etc for clear recognition of a persons role(being the correct contact etc). The card file doesn't allow you keep the email records sorted and it is only when you get to the email invoice stage that you have the option to chose.
- SuziqExperienced Cover User
I TOTALLY AGREE, HAVE SENT MANY INVOICES TO THE WRONG CONTACT DUE TO THIS ISSUE.
- Steven_MFormer StaffStatus changed:NewtoNew
Hi Triggs
Thank you for your enquiry
AccountRight does allow multiple email address's and contact information to be added to a card. This can be done via Card File>>Cards Lists>>Selecting the required card>>Selecting the location on the left hand side. You can then drop that down and select multiple locations and add in contact information from each address. When you go to email that customer you can use the drop down next to the email address field to select the required email address.
Is that what you are after with your idea or are you thinking more about having a contact added to that list of email address so you can see what contact is linked to what email address? - TriggsContributing Cover User
The main issues I have are for example:
- Printing statements – The "to be printed list" doesn’t list the email addresses which makes it hard when you have the odd customer that needs a printed statement (I have to flick from the email statement tab then note down the ones that I need to print. If the emails were listed on the print statement tab I could tick the ones that don’t have an email then just go to the email section and deal with them because it only lists the ones with emails.
- Instead of having Email 1, Email 2 as the email address headings, use this as the person’s job title (or at least have it editable) then it would be easier for the detection of getting information to the right person
- The Address Locations is still a little clunky as you can’t edit the header? , but also it doesn’t come up when you go the print/email section and it only has email 1,2,3 etc so you can't identify the role of the email addresee
Email list on print statement/invoice section would be a good start I think,
Thanks for the reply:)
- AaronWhiteExperienced User
This gets more complicated with suppliers. With one wanting orders / remittance advices / general emails all sent to different addresses.
- JennyBlanchettPartner
Excellent idea as I have some customers who send the original invoice to the person who ordered the job but then the statements need to go elsewhere. This then takes the company longer to pay and I have to spend heaps fo time chasing people up for payment.
- ScaffCover User
Yes please as I have clients who want invoices emailed to more than 1 person in their company each month. Too difficult to change emails manually when you have lots going out in one go.
Yes I need to send invoices/ statements to many people in the same company and at the moment I have to copy and paste any extra email addresses. Very time consuming
- Liam_MFormer StaffStatus changed:NewtoOpen
Thank you for your suggestion. Anyone who would like to have multiple labelled email addresses saved separate to card addresses, please cast your vote here.
- LizaFCover User
We also have customers that require invoices to be sent to one address, and statements to another. This extra functionality within MYOB would be extremely useful.
- BellejayneContributing Cover User
Excellent idea! Would really appreciate this feature
- guildCover User
Could MYOB Please see all the similar consideration notes and combine them there are lots with slightly different wording re email choices. Add the spilt votes together and do something about it please.
The same probably applies to other ideas.
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