I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy of an invoice there is no possible way to prove it has been sent if you haven't CC'ed yourself.
Guest
yes im sick and tired of having to see if ive chased a customer or not , the only way of me doing this is downloading a statement and sending it from my business email address, at least that way i can search on gmail to see if ive sent them and email or not , even if it goes into my junk bin folder i can see it for 30 days
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When you do a statement run from Sage and send statements by email, you can't even cc to yourself. You won't know when was the last statement sent out to the customer. This is absolutely compulsory for credit control.
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Absolutely, at present there is no record of any email being sent either from Sage or the email provider so no proof of what was said.
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I guess this hasn't been added yet - it would be a great help if it could be
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100% need this.
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This is needed- especially if you need to pursue debt recovery and you want to evidence your previous attempts to build your legal case
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I would say that this is an essential management tool and should be provided in the very near future.
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Yes, this would be extremely helpful
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I came here to say just this! My thoughts were, when you click on a customer - Contacts and Addresses, below the contact details should be a list of all communication sent (statements, invoices, quotes etc), including date, and the email address(es) sent to.
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ive just added the same idea
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