Hi I need to add a contact e-mail address into the ‘Contact Info’ section when creating a new client - this option is not available. I only have the option to add an accounts person for the Invoice to be sent to their accounts department. I also want the contact e-mail address to be an option to add on customisation screen of the invoice. Can these be added please?
Hi Steve this is the email that you use to send your invoices to the relevant department at your clients place of work. e.g. purchase ledger. What I need is our Contact’s email which invariably is always different from the purchase ledger. I need it to go on the invoice - so I figure it needs the contact client’s email address above this where you add ‘contact info’ and I want that email to be added to the invoice as Client E-Mail (like their mobile no is)
Hi Steve
Just had a look at this. When you view client there is ‘add a contact’ option, will this replace my existing contact or will it show as an addition contact?
Hi Steve
So if it shows as an additional contact. How do I get their E-Mail on to the invoice through customisation ‘Add Client E-Mail Address’?
Hello @Dixon
Once you add an additional contact to a client, you will see the different contacts when sending the emails.
The invoice customisation screen only allows you to pull one email address through onto the invoice.
You can add additional information into the invoice notes if required.
Hi Steve
It only brings in our email address not the clients? Is this something that you could look at adding for the future please?
Kind regards
Jill
W Dixon Ltd T/A DixonDoors.co.uk
Unit 1 Millennia Park
Thornes Road
Wakefield
WF2 8PW
TEL: 01924 33 55 30
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Hello Jill
You can raise a feature request in the forum, that way other users can vote for it.
We consider all feature requests based on popularity and complexity
Okay thanks Steve I will have a go at doing that.
Hi Steve how do I add a feature request - I went on to the forum and searched under all headings for this request but I could not find this. Thanks
Hi Steve
Found it thanks.
Kind regards
Jill
W Dixon Ltd T/A DixonDoors.co.uk
Unit 1 Millennia Park
Thornes Road
Wakefield
WF2 8PW
TEL: 01924 33 55 30
NOTICE AND DISCLAIMER
This email (including attachments) is confidential. If you have received this email in error please notify the sender immediately and delete this email from your system without copying or disseminating it or placing any reliance upon its contents. We cannot accept liability for any breaches of confidence arising through use of email. Any opinions expressed in this email (including attachments) are those of the author and do not necessarily reflect our opinions. We will not accept responsibility for any commitments made by our employees outside the scope of our business. We do not warrant the accuracy or completeness of such information
Hello Jill
- Select New Topic
- Select feature request as the category
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