Collaborate with Viewpoint and your peers by providing us with your input
This idea has been merged into another idea. To comment or vote on this idea, please visit PCA-I-1006 Please make enhancements to be able to send out customer statements in a batch. .
Would save paper and ink. Many customers prefer communication by e-mail. I would like to e-mail directly from procontractor without saving to my documents and then e-mailing.
Teresa Broome
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
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For this idea, I want to be clear... If there was an ability to Select Customers (using a variety of filters) and then be able to select an option to generate and email the statements (same report we have today) that would meet your needs? Thoughts?
Should be able to email both T&M invoices and customer statements out of ProContractor to a project or customer contact. PC has all of the information... PDF invoice, contact name, and contacts email address. I would like to send an email straight from PC that automatically attaches the T&M invoice (or statement) and populates the "To:" field in the email with the selected contact.