Email Message in Prebook
It would be great to email the prebook to your customer and see the notes you added once you send it via email. It would be helpful to see the email you sent via Komet to reference back to it.
Thank you for your feedback. Will proceed to change the status to voting.
Leif Lorenz commented
email prebook from the prebook screen
When e-mailing a customer their prebook, is it possible to create boxes beside each prebook that we can check off, so we can send multiple prebooks to a customer and they will consolidate based on the date? It would be similar to the boxes we check off when confirming an invoice (or multiple).
The problem we are coming up with is that if we want to confirm a pre-book with a customer and they have two separate pre-books for the same date (i.e, one is generated because it is a standing order, and another is manually entered for that same date) – I would like to send ONE prebook to that customer instead of two, which would be more clear of what exactly they are picking up on that day.
Hayley Mather commented
When e-mailing a customer their prebook, creating boxes beside each prebook that we can check off, so we can send multiple prebooks to a customer and they will consolidate based on the date.
Rick Phetmyxay commented
To save a lot of time there should be an (Email) button in the add pre-book page to send customers their quotes. Currently we have to copy pre-book number, go out of add pre-book page, go into pre-book summary page, search pre-book number and email from drop down action button...why when we can simply click (send email) from pre-book page if the button exist. So many steps to do something that can be so easy.
Hopefully this can be strongly considered.