Email multiple trust receipts to purchaser/s via B+D
Would be good if we can have the option to email multiple trust receipts attachment to the purchaser in one email.
4
votes
Sindy Ooi
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. 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