"from email"

Question asked by Toby Staveley 11 years ago

Sorry if this is explained elsewhere.

We have various users of clearbooks on our account. I would like when we send an invoice via email via clearbooks:

  • the "from email" address to reflect the user who is logged in and sending the email [at the moment the box is greyed out and it can't be changed]

  • the "name" placeholder to reflect who is logged in and sending the email

    Is this currently possible?

    Many thanks,
    Toby

Accounting Accounting
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1 Reply

Hi Toby,

The 'from' field is pulled in from the e-mail address in Settings > Organisation > Details. Here the contact name field will determine what appears in the 'my name' field.

There isn't a way to set these to individual names as requested, although we do offer a custom accelerated development service which allows current customers to fast-track ideas to our developers allowing you to commission a feature for any Clear Books plc product. For more details please click on the link below:

http://www.clearbooksplc.com/custom-development

Kind regards,

Berhan

11 years ago

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