Forwarding emails with a note
When you receive a receipt via email you should be able to type a comment and when you forward it to text it should show up as your note
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Mark Griffiths commented
Great idea. Even easier just take the first x number of words and put it in the note. Simpler for clients to do and will just work.
One area that would need thinking about is if a client forwards an email as an attachment. You want the attachment as the invoice/receipts etc and then the comments in email body as the note. Again should be simple.
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Roxanne Simmons commented
Yes please add this!
The current solution of #Note MESSAGE #Note doesn't work most of the time. -
Lorna Jones commented
Supplier Email - bringing over the email text on top of the pdf image for context on the pdf
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Jim Stevens commented
Feature request: keep the body of emails when they have attachments (keep both in the transaction). The reason for this is that clients send receipt attachments and put memos in the body of the emails. Currently, Dext keeps the attachment only and deletes the email. Thanks
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Lucie Howard commented
It's annoying if clients add I fo as we don't see the original email
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Jim Stevens commented
When clients send receipts as attachments to an email, I would like the email to be captured as well as the attached receipt
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Rachelle Cheney commented
Please add this feature. It would save huge amounts of time I spend communicating with my client.
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Rennae Baker commented
Pretty sure you can do this now.
#note
Insert text here
#noteWill put the “insert text here” in the description
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Christine Campbell commented
Make it so you can see email content with out using #note
This is very difficult for clients to get correct and important information can be lost that was in the original email -
Irene You commented
If you put the text #note before and after your typed note in Your email. The note will appear in the note section.
Eg. #note purchase of item #note
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Melissa Kaestner commented
Not pulling information from emails. No one ever remembers to add the #note both before and after. Hubdoc will create an item from the body of message. I would prefer to delete than miss something.
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Jane Stergio commented
Sometimes there is relevant information in the email body that should be attached to the invoice. It takes some time to download emails and invoices, join them and send onto Dext. It would save time if Dext could merge them.
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Emily Wilson commented
We really need this too - I'm surprised there aren't more votes. An option to add notes on mobile but not email seems odd!
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Kevin Boes commented
email converted to PDF and added to invoice/receipt image
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Kevin Boes commented
notes in the body of the email should be added to the notes field in dext.
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Admindominic.pote (Admin, Dext) commented
How can we forward an invoice to dext as an attachment and it include the email trail with the invoice?