Multiple Emails for a customer
complete
M
Mike Bryant
Some customer, like property managers would like for the invoices and or estimates to go to more than one email. This is used when they want a copy but also want it sent to their AP. In quickbooks when putting in emails you can put multiple emails by separating them with a comma and it will send the paperwork to both emails.
idan kadosh
complete
Michael
idan kadosh Boaz Schonherz we have all been pretty clear about what other platforms have and what our needs are. Theres a bunch of half finished “features” being released while your quickbooks sync is still busted as it pertains to workiz pay and reconciliation, and these bandaids are being added based on feature requests. Just do it right and do it once or dont close the feature request.
idan kadosh
Michael i want to hear more about any issues, i am emailing you directly so we can chat and get a better picture of any issues on our end.
Michael
idan kadosh Having Multiple emails for a client is great. Having the option within their client account to select which ones receive:
- Automations
- Invoices and BIlling Only
- Estimates Only
or
- All communication
would be ideal. This is what other CRMs have implemented.
My biggest issue still remains that there are other larger problems not related to this thread of feedback, but above are my notes for what would make this feedback entry / update ideal.
For example,
Commercial clients like property management companies have accounts receivable email addresses. Some of those systems are completely automated, and some are monitored by a human. Often times if an estimate accidentally goes to them they will input it as an invoice creating accounting issues (and can make them feel like were trying to rip them off). Ideally we would be able to choose a basic setting for who is emailed what.
Boaz Schonherz
Hi,
I'm happy to share that as of today, you can send emails to multiple recipients, by:
- Multiple emails in the “to” line
- Free text typing of email addresses
- Select email addresses from a dropdown
Thank you for this great feedback!
Boaz / Product
T
Talisa Rafferty
Boaz Schonherz. Does this mean that we can now add multiple email addresses to each client ?
Boaz Schonherz
Talisa Rafferty
You can add multiple emails by adding more contacts to the Additional contacts section.
If it is the same contact, but with only multiple email addresses, you can just type in the same name and add more emails per each contact raw.
Zachary Murray
Boaz Schonherz Unfortunately, this is not what many of us asked for. What many of us are asking for is a default for some of our clients (property managers, corporate cleints ,etc) to have a default setting when an invoice is sent, it will automatically be sent to all the emails that we have previously chosen to receive these emails.
The way it has recently been changed to, we still have to choose them manually. As far as I can see, it is more or less of the same where we had to type in emails manually.
Many of us came from quickbooks which automatically had the option that would send to multiple emails.
Boaz Schonherz
Zachary Murray
Unfortunately, it is not supported currently. But something to consider as a good candidate for our roadmap planning.
Thank you for this feedback.
C
Cynthia Camp
Boaz Schonherz I am unable to add additional emails under the CC field. It keeps wanting to sync an email with a client already in workiz, but I don't want it to do that. For example, I might want to copy myself. Why can't we just add an additional email address?
Boaz Schonherz
Cynthia Camp
You should be able to choose contacts from your account and/or add new ones.
To do so, please type in an email address, in case the email address isn't synced with any of your existing contacts, just continue to type in the email address and then click the Return button.
Please let me know if it doesn't work for you.
Thanks,
Boaz
Michael
Boaz Schonherz we have all been pretty clear about what other platforms have and what our needs are. Theres a bunch of half finished “features” being released while your quickbooks sync is still busted as it pertains to workiz pay and reconciliation, and these bandaids are being added based on feature requests. Just do it right and do it once or dont close the feature request.
D
Danny Zach
planned
Michael
Does having parent clients and child clients resolve this?
M
Mike Bryant
Michael: No
Michael
Mike Bryant: Sucks. Yeah ive since complained about this as well. Pretty much every commercial client needs to have emails CC'd AND have multiple contacts with access to client portal.
While were at it would be nice if they added a case management and ticketing system, which again is very commercial client / recurring contract oriented, but it Is supposed to be a field service platform so hopefully they handle it.
A
AARO
Absolutely
Zachary Murray
Many have requested this in different posts. No response yet
Stefan Reckson
This is a must.