When some customers have Email addresses and you want to email staements you select the "To be Emailed" tab.
The resultant list shows which customers have an email address and you can select accordingly.
The balance of statements then need to be printed and posted.
But when you select the "To be printed" tab there is no indication of which customers have email addresses making it difficult to select appropriate customers for printed statements.
Simple solution would be that if you selet the "To be Emailed" tab and selected a non email customer that the system would reroute that statement to the default printer.
Simpler option from MYOB perspective would be to use the same "to be emailed" screen which shows who has email addresses when you select the "To be Printed" tab.
- 11 years ago
:smileyhappy:
Hi also if there was a window that opened (after pressing the to be emailed tab) to say that there was no email address on the card would be a time saver
- 11 years ago
Some indication on the to be printed list that the customer/supplier has an email address entered into the system would helpful, rather that having to switch back & forth between tabs.
- Colleen11 years agoValued Partner
I am going to vote for this as well but in the interim, you can set up identifiers for Print and Email and then filter on the identifier when you come to Print or Email the statements. Use the Advanced Filter settings.
- JCHastings11 years agoCover User
Totally agree. I am not new to Myob but up until now was working in the past. Decided this month to go fully in the Cloud plus electronic all documents. I have just run the EOM and this is so annoying. To me this program should automatically detect if no email address default to print. I have wasted all morning checking who received email and who did not. PLEASE put this in your priority basket. We are trying to save paper but seem to be using more and more.
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