Similarly to invoices and estimates, it would be good to have a track record when a client/ supplier has logged in to see a letter.
Can that be done? By impersonating the Client I could not see a Letter section in the Menu.
How could I do that?
Also - what is the difference between letters and messages?
The letter facility is only basic, and not really an area we want to venture to far into - we believe this is more of a CRM area than accounting.
When you send an invoice by email, it will attach the letter as a PDF file:
With the messaging facility, it’s exactly that - it allows clients to send you queries from invoices, or just simply messages on QuickFile. These will show you if they’ve been read. There’s more on this here:
They can send a message to you by clicking the email link on the main client dashboard:
This opens up a new messaging window:
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