AR Management Sort By "Last Emailed"**Need Votes**

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Please click the link to vote!   COMMUNITY-I-2145 

When I'm sending monthly statements, I email all that have an email address. After that process the only other option is to filter by "not sent" BUT if the customer got a statement last month (print and mark as sent) they still fall in the "sent" category. I want to be able to sort by the last emailed column so that I don't have to click through each page and find the ones not sent on the day I'm sending them to print them.

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Randi Thompson
Bill Joplin's Air Conditioning & Heating
2 REPLIES 2

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voting!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

VOTED!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member