Sage 50 UKI Ideas Portal

Copies of letters and statements to be attached to communications tab on customer card

There is no history of a letter being sent to a customer.  Sage used to record the type of letter but not a copy of the actual letter.  WIth dynamic content in the letter s set it is important to retain a copy of the letter that was sent to refer back to.  Currently these are in multiple peoples emails and may be attached to the coms tab buy the user - Ideally I would like to se eall letters and statementssent to the client from Sage recorded on their communications tab for all users to be able to access when dealing with a client,

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  • Jul 20 2022