Allow users to include custom fields in the emails for invoices, payroll, reminders, etc.

serginho
serginho Member Posts: 11 Reckoner Reckoner
edited October 2 in Reckon One Ideas

We have the ability to create custom fields in customers but we cannot reference those custom fields in email templates.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 13,953 Reckon Community Manager Community Manager

    Hi @serginho

    Love the ideas that you've raised in regard to the new invoice experience in Reckon One!

    Would love to get a bit more info from you, how would you like to see custom fields incorporated into the email itself?

    For example, a dynamic tag like you can add currently in the email message? (example below)

    image.png

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