Enhanced Flexibility for AR Notifications & Inline Transaction Details in Workflows

Enhancement Voting Email and Portal Content / Notifications
1

Name of Feature/Request: Enhanced Flexibility for AR Notifications & Inline Transaction Details in Workflows

What financial, time savings, or quality of life improvements will occur from this: Ability to add more details for AR Notifications & Inline Transaction Details in Workflows | Frequency: Frequently | More flexibility around AR notifications to make them work best for us.

Attempted Solutions So Far: Current workflow works efficiently, Having more flexibly would make it more efficient
Right now, workflows only allow AR notifications to go to the primary contact, but that doesn’t always work for our setup. It’d be so much more useful if we could choose from other contact types—like those marked for Collection Notices, Invoice Notifications, or Monthly Statements. With these options, we’d have way more control over who actually gets these notifications, so they land where they need to without workarounds.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Loving the potential of workflows, but we really need more flexibility around AR notifications to make them work best for us. below is what we’d love to see:

  1. More AR Notification Fields: Right now, workflows only allow AR notifications to go to the primary contact, but that doesn’t always work for our setup. It’d be so much more useful if we could choose from other contact types—like those marked for Collection Notices, Invoice Notifications, or Monthly Statements. With these options, we’d have way more control over who actually gets these notifications, so they land where they need to without workarounds.

  2. Inline Transaction Details in Emails: Another big improvement would be letting us include transaction info directly in AR emails. Imagine if we could list Sales Orders, Invoice Details, or any other key info in a simple table format, right there in the email body. It’d give customers a clear snapshot of what they owe—no extra attachments or login needed.
    With these tweaks, workflows could practically replace the old Collections Workflow Settings, streamlining AR without adding extra steps. | Previously accomplished: Using the workflow as it is now

StrivenID: 4895410