JobBOSS | Ideas

Add an email button in the modules Customer Invoices/Purchase Orders/Quote/Sales Orders

Sometimes I want to print and sometimes I need to email a document.  I know I can set form defaults as well as email once in preview or from the reports tab, But it would be much more convenient to choose on a per invoice basis after I've saved it without doing extra steps. 

Unipoint has this on forms such as CPA and it is nice.

Thanks!

  • Phil Janes
  • May 31 2017
  • Future Consideration
  • Attach files
  • Bernie Echeverria commented
    September 28, 2022 16:07

    PLEASE this would be awesome

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  • Charles Iams commented
    October 25, 2018 14:39

    Also a simpler approach or stepping stone to this feature. It would be great to customize the current verbiage of email being sent through reporting. (currently you can automatically generate an email with the report attached in user options)

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  • Charles Iams commented
    October 24, 2018 19:54

    Would love to see this! As well as basic customization to what that email contains (body and subject). 

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