Contacts - Link sent Customer Statements from Activity History
Customer statements to show on the contacts tab when sent - I can see in history & notes on the file tab on a contact that a statement was sent but it would be great if it was possible to click a link here to see the statement that was sent to the customer (rather ticking to send statement to own e-mail)
Mandy Roberts
shared this idea
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Matthew Hazlewood
commented
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.