This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-305 Please change the default in customer tabs to email statement as it defaults to post .
Currently, the system will default a new customer to be included on the statement run by producing a PDF copy. It would be nice to have the option to change this default to send by email when an email was entered in their contact record.
Here's the reasoning... we send statements by email (almost everybody sends statements by email) but every month we end up with a bunch of new customers where the default option (send by post) exists. Last month we had 25 of those so, after sending most statements by email, I have to list the 25 then go into each account and amend the setting then send the statement. That took me around an hour.
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