Allow multiple customer facing email addresses and multiple default email message sent with sales forms.
We have several different segments of our business. It would be helpful to allow multiple customer facing email addresses to be able to send invoices to the manager it pertains to. In addition, it would be helpful to have differing default messages to be able to send with the invoice, as the information can be very different depending on which segment on the business is sending it.
QBO is so behind the times compared to Desktop...makes me wonder if the same company actually owns both. Maybe hire a few actual business owners to help you upgrade :) YES, we need to be able to have multiple customer facing emails!!
I contacted QB last week in regards to clients not receiving estimates. Someone followed it up but I heard nothing back.
This is a serious issue as we are a week on and clients are still not receiving some estimates.
After some research, I think it could be to do with customer facing email?
I see let me double on that.
Real quick, may I have the email, business name and company ID associated with the account, please?
Please login to QuickBooks Online and press CTRL ALT ?(question mark) to get the Company ID.
Thank you for the information, let me go ahead and pull up an account. A moment.
As I check here Andy, it seems that we don't have any issue with this concern.
Can you tell your client to add this email@example.com to safe senders list.
These clients are from large organisations, I do not think that will work.
Can you explain why this happening?
As I replicate this concern, we have same result however as I add this email it works.
You can not expect me to ask a potential client to add firstname.lastname@example.org every time we do potential business.
But how do you add two customer-facing emails?
I think QB is getting caught in spam protectors?
The estimates that do get through are to personal emails but I do not get a response as my email is the company email and my partner is customer facing.
Both these issues need addressing or else we will have to decline using QB any longer.
I contacted our L2 on this concern, we will be sending you email for the update.
The case owner already escalated this issue.
Can you advise when this will be?
give us 24 to 48 hrs. for the update
I heard nothing back????
Can the developers at Quickbooks please address this as every accountant I have spoken to advices mt to use Sage.
I couldn't believe it when I saw that this is not possible. Totally agree - this is a super basic feature!
Cristian Cisneros commented
+1 for this suggestion, thank you.
Cynthia Bruce commented
COMPLETELY agree with Mark's post!!!! We even LOG IN with our email addresses...why this isn't a basic part of the system is beyond me...and it is serious enough we may have to go back to desktop...
Mark Kuczka commented
Why this feature doesn't exist is ridiculous. I have four sales people. If salesperson Sally sends an estimate to a customer, her e-mail address should be the default for the customer's reply. If salesperson Jim sends an estimate, his address should be the return. The system currently only allows for one generic e-mail address. This should be basic functionality. Multiple people can send out but everything can only go back to ONE generic e-mail address.....really? Who thought that was a good idea? This should be a simple fix too.
Here is a clue.... Users have a profile. That profile includes their e-mail address. Have an option to use their profile e-mail address as the return address on anything (estimate, invoice, etc.) they send out of Quickbooks. This should be a ten minute code fix guys.