Triggs
Contributing 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.
Suziq
10 years agoExperienced Cover User
I TOTALLY AGREE, HAVE SENT MANY INVOICES TO THE WRONG CONTACT DUE TO THIS ISSUE.
Related Content
- 2 years ago
- 5 months ago
- 2 years ago
- 2 years ago