Routine emails per trading style

[expertoswp]

Is it possible to define the Routine emails per trading style.
You have available the emails per client and by default, but normally what we need is similar to the invoice system, define them by trading style and not by client.
Editing each client every time we need to change one line on the emails is impossible.

Thanks

[QFBeth]

Hi @expertoswp,

This isn’t possible at the moment but we will leave this feature request thread open to monitor interest from other users

[expertoswp]

That never works. I am still waiting for request from 2017…

[QFMathew]

We actively monitor feature requests and regularly review them. All I would suggest for the moment is add your vote to any feature request you’re interested in. If there are any updates, we will update the threads accordingly.

It’s also worth noting that we do consider other things aside from votes when looking at new features. For example, feasibility, benefits, the work involved, etc.

For reference, you can find a list of implemented features, following forum posts, here: Implemented Features - QuickFile

[expertoswp]

The vote system is broken. I have a limited number of votes and I already spent them.
You already have implemented a more difficult thing, which is edit email for each client.
And that is broken, because every change will need to be made to all clients, which is something cannot be done.
So I wonder if anybody is using that feature at all, because it is broken.

[QFMathew]

Hi @expertoswp

If a feature is implemented, the vote is made available again. We do limit votes so that each vote made is meaningful (e.g. someone isn’t just voting for everything and anything). That doesn’t stop you from adding a comment and showing your support for that request in another way, however.

I can’t comment on the difficulty of implementing a feature unfortunately, as I’m not part of the development team. But please, rest assured, that each feature request is assessed on it’s own merits and the situation surrounding it.

@expertoswp

And that is broken, because every change will need to be made to all clients, which is something cannot be done.

Can you clarify what you mean here please? We can certainly investigate this if something isn’t working, but it may be best to start a Bug or Support thread for that separately, so this feature request thread remains focused on that.

[expertoswp]

When you use the email edition per client to change the trading style of the emails, right now, the only way to use that is to edit each one of the clients.
There is no way to automate that.
So the flow is:

• Open the client,
• Click on view (which should not be on the menu either as this is EDIT not view)
• Template emails
• Select each one of the emails you want to change, edit, save.
• Repeat with the next client.

If you have lets say 100 clients and you want to change something on your custom email, then you need to go an do that process for the 100 clients.
Which is something no one has time to do.
That is why you added trading styles, and not a trading style per client.

The same is here.
It is an UX problem not a tech problem.

[expertoswp]

By the way @QFMathew
Everytime I start a #support or #bug someone from your team tells me to start a #feature, and now that I start a #feature, then you tell me to start a #bug … this is a joke of support system…

[Lurch]

Mentioned in this existing feature request.

Custom Trading Style - Customise Invoice

Using the custom trading styles I want to have separate contact details on the 2nd trading style (address, email, telephone) so will be using the custom CSS/HTML/JS tools to change things in the client area and on invoices. How do I target a specific trading style?

[expertoswp]

@QFMathew is this something your team is looking to improve?
It is a real problem for notifications.

[QFMathew]

Hi @expertoswp

At the moment it’s just a feature request, but if you haven’t already, you can add your vote to the top of the thread.

[expertoswp]

Voting system does not work for features.
And less when this is only a feature for people that use trading styles, which is not the majority.
I suppose 5 years is not enough patience…

[expertoswp]

So I did a search on your feature list with all the email on them:
https://community.quickfile.co.uk/search?expanded=true&q=email%20%23feature

That show the following feature request, all of them could be considered the same one:

Customise email template for messaging system

Hello @Glenn, Is there any chance that the messaging system notification email could be included in the settings for “outgoing email” template customisation, where possible throwing in some variables from the message itself? Cheers.

Customise emails for different clients or trading names (my original one from 2016) It says implemented but it is not working because of the UX problem I highlight on this one.
Customise outgoing email template - or at least disable
Customise emails generally not just per customer?
Have multiple templates for emails
E-mail template - add your own

And those are implemented, but without a trading style, it requires to modify all clients everytime we need to change any custom email, so it is best not to use it at all:

Email Customisation - Ability To Remove Embedded Links?

Hi @Lurch This is on our teams list and will be added shortly. We’ll keep you posted

Editing invoice email template

Hi @Glenn Is there anyway of being able to edit the template that is used on the email invoice? Ie can we change the blue colour on the header or add a logo to the email? D

Email tokens for company name

Is there a company name or account reference token that can be inserted into the New Invoice Created email? We get copies of these emails which we then save on our correspondence system but it takes a long while having to look up who the invoice was sent to where the name is just “Chris” for instance and we have several clients called Chris Thanks

Customise email template for messaging system

I was wondering if any one can help with this - we have a standard email template that we manually send out to customers when they place an order, its just customised in our colours, and promotes the business more in terms of what we do - I wanted to be able to send the same email out from Quickfile with the invoice link attached - unfortunately I know nothing about html code - I tried pasting the code into the email wrapper but I keep getting an error message and I am not sure how I can reso…

So the feature is something important, as I suppose emails and notifications are critical to any business in 2022.
What I am considering, is probably what everyone else is doing, which is disable QF email system completely and manage this from an external tool.

But it is a pity really as it cannot be that complicated to add this to the current trading styles you already have in the system.