Hello all. Like at your firm, some of our clients prefer things via email, some by regular mail. I checked with Smokeball experts, but there’s no data field to indicate as such, so we are just modifying the internal reference number with an “E” or an “M” as a quick way to separate the two camps.
Have any of you come up with something perhaps easier to implement and sort (esp for batch invoicing)?
Thanks.
Best answer by Sara Sultan
Hi John,
Your current workaround is what we recommend currently. I am guessing that you have already placed a feature suggestion with us to be able to track this information in Smokeball Billing. However, if you have not, please do so here.
+1Hi John,
Your current workaround is what we recommend currently. I am guessing that you have already placed a feature suggestion with us to be able to track this information in Smokeball Billing. However, if you have not, please do so here.
What if contact methods could be coded or highlighted a certain color in the contact for negative (red), positive (green), neutral (yellow), and special instructions (cyan)? Then when a non-preferred method is selected for an addressee Smokeball could provide a helpful popup (“Are you sure…[Addressee] prefers contact by _______”).
+1I do like this Jonathan, but we need to also have a visual cue other than color for our color-blind users. Maybe some kind of icon.
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