Attach Files to Accounting related Emails
Could we please have the option made available to attach additional files to emails sent from the Accounting module (e.g. Tax Invoices, Account Sales etc)?
6
votes
Peter Walkden
shared this idea
Hi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0
With the Email Sync you can easily download the PDF from the Accounting section then email from your mailbox with additional attachments. This will then sync to the contact timeline in Box and Dice
For further details, see the Knowledge Base article: Email Sync - Help Centre article