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Status Future consideration
Categories Invoice items Medical Notes / Correspondence
Created by Guest
Created on Jun 28, 2022

RELATED ENHANCEMENT REQUESTS

Setting for emailing a document vs print from special actions

Would like to email a document when a certain item is used. When using a special action on an invoice item that prints a document upon a posted invoice. Adjust special action to have a setting to automatically email a document upon invoice (without document window>email>send).

Practice Name NVA ROSE VALLEY VETERINARY HOSPITAL
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  • Guest
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    |     Jul 12, 2022

    Related (or part of this): if I have a special action to print a document, and I plan to include that document with the invoice, if I select to EMAIL THE INVOICE, I want the document to EMAIL also, or have checkboxes to select... in case the item generates an internal document instead of a client document. So maybe you want the special action to trigger a dialog box for the user to select Print v Email.