when we send an invoice, when the client opens it, you get a notice at the bottom with a time stamp when it was looked at.
Can we do the same with letters?
Can i send a letter through quickfile to a client, and see when they open it?
when we send an invoice, when the client opens it, you get a notice at the bottom with a time stamp when it was looked at.
Can we do the same with letters?
Can i send a letter through quickfile to a client, and see when they open it?
Hello @adnw
You can generate letters from QuickFile(in the client record).
The letters get sent as a PDF attachment, no login is required to view them, as a result, in the software you can see when the letter is created and sent but not opened.
This topic was automatically closed after 7 days. New replies are no longer allowed.