History Tabs need to show all history, especially email

5 votes

There was a recent change that moved invoice sending history to the customer email chain. I would prefer to see all email history for an invoice on the history tabs of the invoice and the customer profile. When we are reviewing AR cadences and adding notes to the customer profile collection tab, it is easier to view the email history from this history tab to see when invoices and statements were last sent and whether one needs to be sent in between our defined cadence steps.

Under consideration Suggested by: Lisa McNeill (04 Apr, '22) • Upvoted: 19 Jul, '22 • Comments: 1

Comments: 1

21 Apr, '22
Aubrie
Yes, it is not convenient to have to click into the email thread to find out when the last email was sent. Would be MUCH easier to still see it in the history, as well.