Sending Emails Invoices/Estimates
complete
EDM Garage Doors
Why can't we have a dropdown under the email address to choose a different email on file? It is really annoying not being able to view more than one email address or phone number that is on file already. We already have the ability to enter multiple numbers and emails from the office side so why can't we choose where we would like to send it to from the app side? Even from the office side for some reason it doesn't give me the option to choose other emails or number that are on file
Orit Tepper
complete
A
Alastair Russell
I'd just like to promote this as a priority. A lot of our commercial clients are using automated invoice systems with unique emails. We save that unique email as an additional contact but the current drop down offers everyone in our database. The drop down should only be for additional contacts for that client and then the ability to type or paste an address manually.
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
EDM Garage Doors
Boaz Schonherz you are correct, there is a drop down to select text or email but that’s not what I’m referring to. I am talking about selecting which email address or number we want to send the estimate or invoice to.
Boaz Schonherz
EDM Garage Doors
You can select to which email address you want to sent the estimate or invoice to (multiple phone numbers are not supported yet).
If you want we can set a short demo to guide you through this flow.
Let me know if you're interested.
Thanks
EDM Garage Doors
Boaz Schonherz let’s setup a time and day please
Vicky Brassington
EDM Garage Doors Did you ever sort this out? Because I don't have a drop down of email addresses either and it would be so helpful. Like you can add someone as an additional contact, but then you have to go back to that screen and copy and paste the email address? It seems backwards.
EDM Garage Doors
Vicky Brassington after my call with them I was told there was an update a week ago that allowed us to select an email address saved under that profile. I have tried it and I can verify that this feature does not exist. Pretty frustrating when we are not heard or understood. This is a basic feature that should be available.
Vicky Brassington
EDM Garage Doors Yeah, I don't see it either, but it would be very helpful. We deal with a bunch of companies where an estimate could be sent to a variety of people within the company.
M
Mason Eades
Boaz Schonherz This is so close to being perfect! We just need to make sure that the "additional contacts" section can auto populate per client for an easy drop down so I can choose who under their additional contact list should be receiving my estimate/invoice
EDM Garage Doors
Mason Eades I completely agree... I don't see why it is so hard to make a dropdown with ONLY the emails available for that one client without having to manually type anything. I mean if they could even just have all email addresses related to that customer appear with a box next to it so you could check off which ones you would like to send it to. Same with the phone numbers. I mean I have way too many customers to remember emails addresses. Rather than trying to give me a "shortcut" or being told "they already have a feature available" I would like for Workiz to please try to put themselves in our shoes and see how much easier this would be. We are the people using your platform in the field.
Boaz Schonherz
Mason Eades
We'll make improvements later this year. Auto populate and easy dropdown will be included.
Thank you for this feedback!