Email from AEM
I thought I read it was going to be possible to email quotes directly from AEM? When will this be possible. Make no sense to make a quote if I cannot get into my customers hands. Or did I miss something?
I thought I read it was going to be possible to email quotes directly from AEM? When will this be possible. Make no sense to make a quote if I cannot get into my customers hands. Or did I miss something?
2 Posted by Michael Atherton on 20 Dec, 2010 10:16 PM
It would be a definite plus to email invoices(PDF attachment) directly to the customer from AEM on the iPad. Will this be possible?
Support Staff 3 Posted by Scott on 21 Dec, 2010 02:45 AM
Yes. That's the plan. And sooner, rather than later (although not in the next few weeks). We recognize that functionality as pretty vital and we would have liked to have launched with it included.
Scott @ Acclivity
4 Posted by Michael atherton on 21 Dec, 2010 03:00 AM
Glad you have that in your plans. It will be a big help to us to have email capability.
5 Posted by Michael Altringer on 21 Dec, 2010 12:24 PM
Really glad it is in the plans to have it in the feature set, especially sooner than later. What else can we expect to see?
Support Staff 6 Posted by Scott on 21 Dec, 2010 02:43 PM
There are a number of little fixes and enhancements you'll see in
upcoming weeks/months, but emailing is the one sizable enhancement
we're committed to in the short term. We are also eager to figure out
the best way to allow you to process credit cards from AEM, but we
haven't yet sized the effort. That would most likely be the next one
in the queue. What would be on your list?
Scott @ Acclivity
7 Posted by Mary B. on 21 Dec, 2010 04:42 PM
I'm all set up with 2011 and drop box - just waiting for FedEx to deliver the iPad today!
Emailing pdf invoices and orders is quite vital and glad you recognize that. There's not point in traveling without it. Hope the function gets done real soon. Nice job on 2011 - customer support by email was wonderful and I'm up and running today.
8 Posted by Brian on 22 Dec, 2010 08:44 PM
This is great to hear.. Being able to email out the invoice or order confirmation direct from the iPad would be great..
9 Posted by OT on 07 Jan, 2012 02:35 PM
Emailing quotes would be amazing! Everything else is great I am so glad we decided to make the switch and you guys are extremely responsive .
Support Staff 10 Posted by Simon on 08 Jan, 2012 10:12 AM
You should be able email your quotes out to your clients. To email a quote out of AccountEdge Mobile, you will need to save the quote first. Once done, there should be an icon next to the Trash Icon in the Top Right Hand corner, that is if you were using an iPad.
On the iPhone/iPod however, there is an email button at the bottom of your quote once you have saved your transaction.
11 Posted by OT Posadas on 08 Jan, 2012 02:10 PM
Yes!!!! Just saw that hadn't seen it before !!! This is perfect !!!!!! Thank you
Sent from my iPhone
12 Posted by OT Posadas on 08 Jan, 2012 02:46 PM
ONE QUICK QUESTION I AM USING THE TRIAL VERSION AND AM UNABLE TO CUSTOMIZE
A QUOTE AM I DOING SOMETHING WRONG OR IS THIS A FEATURE THAT WILL BE
UNLOCKED ONCE PURCHASED
Support Staff 13 Posted by Simon on 08 Jan, 2012 10:37 PM
Unfortunately, it is not possible to customize Email Templates with AccountEdge Mobile.
14 Posted by OT Posadas on 08 Jan, 2012 11:55 PM
This comment was split into a new discussion: Email from AEM
I meant on the desktop version Mac
Sent from my iPhone
On Jan 8, 2012, at 4:37 PM, "Simon" <***@tenderapp.com> wrote:
>
Support Staff 15 Posted by Simon on 09 Jan, 2012 04:53 PM
On the Desktop, you will need to go to Setup (at the top of the menu)-> Customized Forms-> Invoices. You will need to select the proper Sale Layout for the quotes you are creating. For example, if you are selling items and utilize the Item Sale, then you will want to customize the Item Sale Layout.
Fore more information regarding our Customized Forms Section, please see link below:
http://support.accountedge.com/kb/general-accountedge/customize-forms
16 Posted by OT Posadas on 16 Jan, 2012 04:41 PM
I AM STILL EVALUATING THIS PROGRAM AND EVERY TIME THAT I CREATE AN INVOICE
THE COMPANY FILE CRASHES AND SAYS THERE IS A SERIOUS ISSUE WITH THE FILE ?
ANY SUGGESTIONS
17 Posted by Mary Buckwalter on 16 Jan, 2012 04:57 PM
REMOVE THIS EMAIL FROM YOUR LIST: ***@avionics.com
Support Staff 18 Posted by Simon on 16 Jan, 2012 04:58 PM
Are you getting this message in AccountEdge Mobile when you create an invoice?