WHO WOULD LIKE TO SEE A DROP DOWN LIST OF STAFF CONTACTS WHEN EMAILING A BILL?

2 years ago
Jul 17, 2024 4:21 AM UTC
4 replies
94 views

CHRISTINE ATL
Contributor

hi, in SB Billing I finalise all the billing in our firm and sometimes I need to CC the person responsible into the email that sends out the bill to the client, it would be fantasitc to have a drop down list of employees in these fields so that I dont have to manually type out the email address for everyone i want to CC the bill to.

Regards CHRISTINE ATL

J

+1

JKibler
Smokeball Genius
2 years ago
Jul 20, 2024 2:39 PM UTC

@CHRISTINE ATL - one idea would be to add option to cc automatically for attorney responsible and or person assisting if those individuals are different from the bill finalizer.

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CHRISTINE ATL
Author
Contributor
2 years ago
Jul 23, 2024 10:51 PM UTC

hi thanks for that, yes thats true and i have actually done that as a work around but very time consuming to enter the info in every single file especially if multiple email addresses so i can choose on the day who to send to when a drop down list on bills and trust receipts email would be so handy and only appear when you want to forward a document where as the other way it appears every time.

regards Christine