We are currently using the email deliver for MS invoices. Many of our customers have asked if there is a way to change the attachment name to the invoice #, or change the subject of the email or body of the message to include an invoice number or date. Right now, this could only be done by manually changing the subject or message each time a delivery would be done
Company | Superior Paving Corp |
Job Title / Role | Accountant |
I need it... | 6 months |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
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Our Customers are also requesting to include invoice number in the subject line or the name of the attached PDF. Please let us know how soon this can be added to Vista.