Clients Emails

Support
1

Hi

I want to allow a user with a very different email address to be able to receive email enquires regarding invoices. However when you click reply (Impersonate Client) the email message shows my email, rather than the email set in default emails. Is this setting for sending invoices only?

Account>Routine Emails>Default Emails

What do I need to do to rectify this? Can you have completely different email addresses for people using Quickfile or do they all need to be the same (eg abc@org.uk)?

Thanks

2

Hi @1andy_mc

Yes, the email address in routine emails is the outward email address only and used for sending emails (or rather, replying to emails sent from QuickFile).

I believe you’re referring to the “Query Invoice” button on the client side - is that correct? These are tied to the QuickFile account and use the administrator email address. The only way to change this at the moment is to update the admin email address within your QuickFile account.

3

Hi Mathew,

It is indeed the “Query Invoice Button” on the client side.

Would it be easier to have an affinity account to overcome this issue? Ideally I just need access to Quickfile zip files for each month.

Can you have a different login email for the Account administrator compared one listed as registered user?

4

If the only reason is for the back ups, then they can be set up to email to a different email address, or even upload straight to a dropbox account. You can change this in your back up settings (Account Settings >> Weekly/Monthly Backups).

You can have multiple team members, each would need to have a different email address, so if you wanted to access it via a separate email address then that could certainly work.

5

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