- JennContributing Cover User
We are seeing an increasing number of customers request we send invoices to one email address, statements to another, and accounts inquiries to another. With only one email field this is near impossible to manage with over 500 accounts. Fields for these would be ideal.
- AnaMenCover User
i think MYOB need to fix customer and supplier card details to allow at least 3 or 4 email address, i need to have list of different email addresses for sales person, accounts person, manager, director for each customer showing on the main card details.
the way its set up is very difficult to see.
terrible, i thought they would have had a solution for this by now.
- YvonnewCover UserAs we have to use two email addresses for Service Reports, one copy to client and one copy to Council, we use the Email for Location 1 as the customer copy and location 2 for council. Every time I change the email address to location 2, in the print/email invoice screen, you can email one only, then it throws you back to the previous screen(on rare occasions you can do two). Having 200 copies to go to Council using the above "clunky" method is just a waste of time. When are MYOB going to FIX this poor programming - it has been under consideration since 2014- or do we just move to another Program and be done with it??
- StampCityCover User
We have a lot of companies that now want their invoices sent to one email address and their statements to another. It would be good if the card file could have these as default email address fields? ie: on the bill to address page have an invoice email field and a statement email field, which then default to that when sending an invoice or statement. If we have a large amount of invoices or statements going out we don't have time to go through every single one and change which email address it is going to.
- SRKTrusted Cover User
I agree, the Card files could be updated to be more userfriendly.
We have clients with multiple contacts - some for jobs, others for invoicing.
- 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.
- 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.
- BellejayneContributing Cover User
YES We would love the feature too! An idea could be to have a new field in the card called "Accounts payable email address". That way, whoever's email address is in the first email space (often the main contact), it will only go to the specified "account payable" address (unless you specify the email to go to other people). Having to specifically select the account payable email address each time you sent statements or invoices is annoying and time consuming!! Thanks.
- Steven_MFormer Staff
Hi guild
Thank you for sharing your feedback in regards to this idea. Along with commenting for an idea on the AccountRight Idea Exchange you can show your support by voting. To vote for an idea select the + VOTE button to the left of the idea's name.
Also thank you for your feedback in regards to searching for ideas on the AccountRight Idea Exchange. I have shared your feedback with the Community Manager - Suja_P - guildCover User
Should probably clarify the MYOB phone support person already thought that statements were seperated like emails to print or email not both by the tick on the card file. Had trouble understanding that customers would have a different email address for statement and invoices.
- BellejayneContributing Cover User
Excellent idea! Would really appreciate this feature
- 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.
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