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Tr@cy

Email prompt window checkbox already checked

SUGGESTED
Posted By

I'm using TS 2015. Build 23.0.1.184

When I approve a list of bills, the window pops up prompting me to select which of these billings I want to EMAIL.  So I go thru the list and check the box next to each one I want the bill EMAILED to. 

However, from time to time, there will be a client in the list that day for whom the checkbox is ALREADY checked, like a default.  But HOW is it defaulting to the box being already checked? 

In the Account Info screen:

>Invoices

>Email options

>Send bills via email

   and

>Send statements via email. 

I have those two settings selected on ALL the clients for whom I want the option to prompt me to email bills to. 

Also, the field next to Send Bills Via Email says Default.  There is a dropdown arrow, but no other choices, just "Default".  But I understand this "default" to mean the "default EMAIL TEMPLATE" that will go out to the client.  (NOT defaulting to having their box already checkmarked in the prompt window.)  Correct?  (Because they ALL say Default, not just the few odd ones)

This is just a handful of clients that seem to have a setting somewhere marked to auto-default to Send.  

Am I missing something??

Thanks.

  • 0
    SUGGESTED

    Hello again Tr@cy.

    Couple of things.

    1) Your version does not have all the Service Releases applied. 

     Your build: 23.0.1.184 has only Service Release 1 applied. You can tell by the third number in the build number. There were three Service Releases or v2015, so the latest build would be 23.0.3.188. 

    But thanks SO MUCH for posting the build/version number. That really helps us troubleshoot issues.  For other Sage City readers, your buildversion number can be found under the Help, About Timeslips menu item.

    I checked the release notes for SR2 and SR3 and did not see anything about the email check marks, so cannot say whether applying the Service Releases would solve your issue. But if you are interested in getting them, let me know. They are no longer available from Sage, but I have them in my library.

    2) Your understanding of the email feature and it's requirements is correct. The client must have: a valid email address in the emall address field, and the option checked on the Invoices tab. You are correct that the Default in the dropdown is what tells Timesilps which email message to use for that client.

    You would also need to make sure your Generate Bills has the Option to Send Bills via Email checked. But again, I think you are good, because you would not be getting the pop up without it. So I think you have done all correctly there, and all of them 'should' be defaulting to checked. So I'm not sure what is up with that.

    3) But it appears that the real sticking point for you is having to check all the boxes individually when you get the popup. So I wanted to suggest a workaround for that.

    Most Timeslips users are not aware of the many, many RIGHT-click abilities in Timeslips, and marking and unmarking long lists of client records is one of them. When you get the list of unchecked clients in the popup, just RIGHT-click and click the All To option (not exactly intuitively named). That will mark all of the listed clients with a check mark, and you will not have to individually select/mark each one. If you want most, but not some. Mark them all and then you will only have to UNmark the few.

    It is a bit of a workaround, but hopefully will relieve some of your frustration.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • 0 in reply to Nancy Duhon
    Nancy Duhon said:
    thanks SO MUCH for posting the build/version number. That really helps us troubleshoot issues.

      You're welcome! I had seen someone else do it before on a different post, so I figured it might be helpful.

    Nancy Duhon said:
    if you are interested in getting them, let me know. They are no longer available from Sage, but I have them in my library.

    Yes, I would be interested, not just for this issue, but I suppose I need to be as up-to-date as possible.

    Nancy Duhon said:
    You would also need to make sure your Generate Bills has the Option to Send Bills via Email checked.

    Yes, it is.

    Nancy Duhon said:
    all of them 'should' be defaulting to checked. So I'm not sure what is up with that.

    This is interesting, since I originally was trying to determine why just a FEW were already checked. So in reality, the question now becomes "why are they not ALL already checked???"  And I understand you don't see that the SR's will solve it.

     

    Nancy Duhon said:
    just RIGHT-click and click the All To option
    Nancy Duhon said:
    If you want most, but not some. Mark them all and then you will only have to UNmark the few.

    I was taught the right-click-ALL shortcut a few years ago by one of your team (can't remember who now) and I love it! I use it every day on other screens in Timeslips.  I guess I hadn't thought to use it on the pop-up because I always just go thru the list one by one and "decide" as to whether to email or not.  But I will definitely make use of it now, since you are right --- I can just go thru and UNcheck the ones I don't want to send.

    Thanks for looking into my issue.

*Community Hub is the new name for Sage City