Settings and activity
3 results found
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1 vote
Thanks for sharing your feedback here. Being able to update contact details across a group from a central location could save time and reduce the risk of individual records becoming inconsistent.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your contact management, add your vote and tell us which fields you’d find most useful to manage at group level.
Peter Hewitt
shared this idea
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17 votes
Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
An error occurred while saving the comment An error occurred while saving the comment Peter Hewitt
commented
Add overdue amount to a template so we can chase just for that amount rather than the full amount. Currently I have to manually enter or copy/paste from the Statements list
Peter Hewitt
supported this idea
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2 votes
Hi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
An error occurred while saving the comment Peter Hewitt
commented
I would find it very useful to be able to add, edit & remove email addresses as a 'global, value rather than having to go into each customer and paste an updated email address or remove an unused one: far better is to have a set of contact details, including any emails and use the same details for several customers to which these were ascribed.
eg: we create a group, add customers to it, then add email details to that group rather than each customer. The group could be ticked/unticked as the default details to use - giving the option to allow individual emails when required for customer within that group.Peter Hewitt
supported this idea
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Can we have the option of adding the overdue amount to templates for chasing purposes?