We upgraded to version 8.2.0.141 and really like the pop up when you use the email button feature. It seems however that it saves the last used as the default. We have fleet customers that need approval for estimates, but the final invoice goes to the AP department. The next time any vehicle comes in, when we email the estimate it goes the AP, instead of popping up to check which recipients we want to send it to. I will have to manually check all the email address boxes under "Customer Emails" box and "Include when Emailing."
Is there a way to make it prompt every time, which address to send it to?
Email pop up for Inv/Ord/Estimate Saves Last Used
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- Member
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Re: Email pop up for Inv/Ord/Estimate Saves Last Used
Hello,
The feature was intended to do just that for the specific scenario you laid out whenever multiple emails exist. We're looking into this now.
The feature was intended to do just that for the specific scenario you laid out whenever multiple emails exist. We're looking into this now.
M1 Product Manager
Re: Email pop up for Inv/Ord/Estimate Saves Last Used
I apologize. Apparently there was a misunderstanding during the development cycle of the intended behavior. I'll put in an item to address this in a future update.
M1 Product Manager