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jroneill
March 23, 2023
Question

More clearly defined roles for emails

  • March 23, 2023
  • 1 reply
  • 0 views

Hi all! 

 

We've just started using quickbooks to send invoices/statements/ACH remittance advice. With some of our customers/vendors, I would love to define the email instead of having to look at the notes to make sure I am sending documents to the correct people. There are options for "main email", "alt email 1/2", and "other 2/3". I can define these roles in the notes, but is there any way to change the actual drop down options?? I would love to see in the drop down "Invoices" or "ACH remittance advice". 

 

 

1 reply

G
GebelAlainaM
March 23, 2023

Thank you for getting back to the thread, @jroneill. I'm happy to guide you through the steps to include this feature in QuickBooks Desktop (QBDT).

 

I understand that this option in QBDT is beneficial for your business. I'd recommend you send feedback to our product developer. This way, our product development team will get a great chance to know this and may add these feature enhancements in future updates in QuickBooks Desktop.

 

Here's how:

 

  1. In QuickBooks Desktop, click on Help at the top.
  2. Select Send Feedback Online.
  3. Enter your product suggestion.
  4. Then click Send Feedback to confirm.

 

To track the status of your feedback, you can visit this article: QuickBooks Online Feature Requests.

 

Additionally, check out this article for future reference: Use and customize form templates.

 

If you have any other questions about managing your sales transaction, let me know by adding a comment below. I'll be here for you. Please take care and have a good one!

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