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SalesPad Ideas Portal
Product SalesPad
Created by Paul Manyen
Created on Mar 31, 2025

AR Transaction Entry Emailing Templates and Email Addresses

When emailing from the AR Transaction Entry tab on the customer card:

  • Customer email addresses are unavailable in the Sent To, CC, BCC fields

    • It would be nice to have them available like they are when emailing from the customer, sales docs, etc.

  • There is a Templates section, but we don't currently list any templates, and it would be nice to have some available.

    • Could add customer templates and/or create a specific customer AR type template

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  • Admin
    Alyssa Strand
    Reply
    |
    Apr 11, 2025

    Thank you for this idea! I have created an internal case for further review.