ProLas's avatar
ProLas
Cover User
12 years ago
Status:
Open

Statements: Ability to set a customer's email address for statements

Any chance we could get the option to setup a unique email address for individual customer so I may email statements out monthly to the customers preferred accounts email address.

 

I am well aware there are 5 configurable email addresses to choose from but I want to have a dedicated email address for the account statements to go to, sick of changing/forgetting  to pick the correct email address when emailing out dozens of statements at the end of month. 

 

Such a simple option would make the software so much more valuable.

 

"Easily Email Statements"

  • BellaCT's avatar
    BellaCT
    Experienced User

    Hi

    Looking for a more efficient option when emailing bulk statements.  

    I use identifiers to group customers, based on the email address # they want the statement emailed to. i.e add identifier B in the card file if they want the statement emailed to email address #2, C for address #3 etc.

    However, after this filter I still may have a list of 100 customers and on selecting them all, I then manually have to click on the email address and change it  to address to #2 ... for EVERY SINGLE CUSTOMER.  And... this can only be done using the mouse as the enter key or down arrow dont work this way.

    Soooo time consuming.  Can anyone suggest how I can do more simply please....???

  • Hi,

     

    Are we any closer on getting a different email address for statements like we have a option for different email address when sending out remittance advices?

     

    More & more compaines are requesting that statements & overdue notices are to be sent to a different email address than the invoices.

     

    This request/idea was brought up in 2013 & still not progress?

  • BellaCT's avatar
    BellaCT
    Experienced User

    I would desperately like this option.  We send hundreds of statements out and the process of changing the email address individually is so archaic and time consuming!

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi All

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    We completely understand your frustration regarding the lack of different email address options for statements. Understandably, you find the current process time-consuming. We appreciate you bringing this to our attention again, and we want to assure you that your feedback is valuable and heard.

     

    Please don't hesitate to reach out if you have further questions or suggestions. We're here to assist you in any way we can.

     

    Best regards,

    Doreen

  • Hi Doreen,

     

    Thank you for your response, does your reply mean my suggestion will be actually reviewed by a person that can make these improvement ideas happen?

    I’m still here & still in business using myob daily,  I have been patiently waiting almost 11 years for this improvement to be implemented or at least a yes or no response to its likelihood.

    Thank you

    Kane

  • BellaCT's avatar
    BellaCT
    Experienced User

    Well said ProLas ! I too have been waiting a very long time with no real reply!!

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi All

     

    Thank you for your feedback and for expressing your concerns. We understand your disappointment, and we sincerely apologize for any inconvenience caused. We acknowledge that the feature you mentioned would indeed streamline the process, and we understand the importance of this to you and other customers. We have taken note of your request and will communicate it to our team for consideration. We appreciate your patience and understanding as we work on this.

     

    Best regards,

    Doreen

  • 12 years in and we still have queries regarding this on the chat forums. 
    MYOB please get with the times, yet ANOTHER reason why the swap to Xero is looking favorable!!

    • ProLas's avatar
      ProLas
      Cover User

      Yeah there doesn't seem to be anyone listening to improve requests over there, this product improvement is a no brainer.     

       

    • SonyaT's avatar
      SonyaT

      I can't believe that this hasn't happened... Should be that difficult really.... Can send Remittance advices to a different address than the card file so why not statements....