Additional Sales Merge Fields
There is no option for a merge field for commission, the commission amount needs to be on the Sales Advice & Tax Invoice to Vendor, not being able to merge this information directly onto the Sales Advice & Tax Invoice leaves alot of room for human error, especially when entering multiple sales. There are also no merge fields for Vendor & Purchaser Conveyancer contact details (phone numbers, emails etc) also important to be noted on the Sales Advice
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
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Debbie Chapman commented
Have the vendor and purchaser's conveyance emails and phone numbers available in the mail merge fields.
There is a lot of double handling to prepare a Sales Advice
Also have the conditions of sale available on the screen and the mail merge options. -
Trudy Taylor
commented
I do not understand why there are no merge fields for solcitors/conveyancers. If we are adding the data there shouls be an automatice field created so we can add it to a sales advice.
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Claire
commented
This would be a great feature to have added. As address contact is available and as most documents are emailed now would be good to have the correct information added at all time.