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Sage 200 Evolution ZA Ideas Portal

Welcome to the Sage 200 Evolution ideas Portal

Status Will not implement
Created by Guest
Created on Aug 2, 2024

Sage 200 Evolution email feature to allow supporting documents attachment for example attaching a letter when sending customer statements.

This is useful as client wants to send letters sharing important information with their customers when sending statements. Customers and users will benefit from this feature.

What is the workaround for the problem today?

The workaround currently is to use Mail Merge, ut a lot of users and client find Mail Merge difficult to use as one has to create a template using standard fields.

Your Designation/Role Customers Services
Email.
  • Attach files
  • Admin
    Yaseen Ameer
    Reply
    |
    Aug 28, 2024

    The option to add attachments before emailing exists