When emailing from the AR Transaction Entry tab on the customer card:
- Customer email addresses are unavailable in the Sent To, CC, BCC fields
- It would be nice to have them available like they are when emailing from the customer, sales docs, etc.
- There is a Templates section, but we don't currently list any templates, and it would be nice to have some available.
- Could add customer templates and/or create a specific customer AR type template
AR Transaction Entry Emailing Templates and Email Addresses - Community / SalesPad Products - Cavallo Technical Support
AR Transaction Entry Emailing Templates and Email Addresses Future Consideration
Comment (1)
Product Development
Thank you for this idea! I have created an internal case for further review.