This is a critical requirement. We need to have a record of all emails sent to our Clients and we used to be able to at least view them in the XERO record.
As these emails are sent to provide a customer with an invoice of to perform debt collection activities, we need to have them as proof. Although there is the option to send a copy of the email to the senders email box, that is simply adding more time consuming work for us, not to mention clogging up email boxes!
Julieanne Charles
supported this idea
·
This is a critical requirement. We need to have a record of all emails sent to our Clients and we used to be able to at least view them in the XERO record.
As these emails are sent to provide a customer with an invoice of to perform debt collection activities, we need to have them as proof. Although there is the option to send a copy of the email to the senders email box, that is simply adding more time consuming work for us, not to mention clogging up email boxes!