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Can't email Suppliers

Problem reported by Iain Warren 3 months ago

Hi there

I am having a problem that I can't seem to email suppliers through Clearbooks? For example I would like to email suppliers their statements if they ask for it but there doesn't seem to be a way to do this?

2 Replies

Hi Iain,

Unfortunately, this was never implemented in the design as it was determined unlikely for businesses to email supplier statements. However, I've noticed this has been raised a number of times. I will raise this as a suggestion with our Development team to review and will keep you updated!

In the meantime, you can head to Contacts > Suppliers > Click on the relevant supplier > Full statement > Copy the link and you can email externally.

Tommy

Hi Iain,

Great new! Our developers have now implemented an email button for supplier statements!

Thank you for your feedback!

Tommy

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