paulohabl
paulohabl
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Although now we can have a Template for email message, this doesn't help with specific texts. Lets say, I have to notify the client the Quote has been a changed and this is a new version of it, this sort of message. The current template is helpful but don't let us to have a comprehensive communication with the client. I know I can generate the PDF and attach to an email but this is a bit more cumbersome, principally if using the phone.

It would be great if could have a field in the form to enter the text as lets say the "Message to Client" and a dedicate check box for sending the message. When email is sent, or the quote/invoice is saved, the message is then saved. Next time when retrieving the Quote or Invoice the last message is displayed but the Check Box comes unchecked as default, so no danger to send the same message by mistake.
Responses (3)
  • Accepted Answer

    Monday, April 15 2019, 09:47 AM - #Permalink
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    that's a good idea, we'll think about this for the future!
    thanks!
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  • Accepted Answer

    paulohabl
    paulohabl
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    Monday, April 15 2019, 12:14 PM - #Permalink
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    Thanks.

    One more thing, when releasing a new version of IM (and others) can we have a log informing are the changes being applied to it?
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  • Accepted Answer

    Monday, April 15 2019, 12:22 PM - #Permalink
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    yes, that's something we will do from now on.
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