Skip to Main Content
Status Implemented
Categories Desktop & Hosted
Created by Guest
Created on Apr 28, 2020

Ability to add database fields to subject line of email

I have customer who wants the site, invoice # and PO# in the subject line of the invoice email

  • ADMIN RESPONSE
    Jun 24, 2020

    Now released in the RA 2020 versions. Please refer to release notes as some features are country and version specific.

    https://help.reckon.com/article/btnrvoe4yz

    https://help.reckon.com/article/gqhxr1lbpy

    14 Jun, 2020: Hi Trevor. There are a multitude of fields available across many Reckon forms. Due to our intention to get this feature into the June 2020 release we can't physically test them all, so the initial release will include these generic fields.

    We will look to add more in future releases so will keep this idea active.

  • Attach files
  • Guest
    Reply
    |
    Jun 29, 2020

    Please make email templates available in multi-user mode. Currently all templates except "Send Forms" can be modified in multi-user mode. Now that HTML is available it is likely there will be a need to make constant changes/improvements to email templates.

    Having to switch to single user mode is not always possible in Reckon Accounts, especially when trying to send out invoices, statements etc in a busy environment.

  • Admin
    Jason Hollis
    Reply
    |
    Jun 24, 2020

    Excellent feedback Peter. Cheers from myself and the team.

  • Guest
    Reply
    |
    Jun 23, 2020

    Great work! I have upgraded and tested the new 2020R2 version and it is a great option now.

  • Guest
    Reply
    |
    Jun 23, 2020

    Thanks, good to know that this is coming in later editions

11 MERGED

Document number inserted into auto email for Purchase orders, Estimates and Invoices

Merged
I would like to see added to the next revision/version of Reckon Accounts; * Email subject line of Purchase orders to have the Purchase order number included in the same way it is inserted in the Purchase order PDF attachments. Even if it means th...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 8 Implemented