search-icon

Planned
Please make Customer Reference a field available to Automation Module email templates

started a topic almost 4 years ago

Customers don't recognise Dear invoice numbers, but they recognise their own reference, often their PO.

With increasing use of automation to process emails containing documents, it would be helpful if the customer reference could be included in emails sent with sales documents, such as invoices. This is one field which is sorely missing in the fields we can add to email subjects and bodies (in Automation module)

Login or Signup to post a comment
Log in or Sign up to post a comment