At the moment we send invoices, or statements etc but there is no record other than a line in the notes saying "email sent". When customers come back and say you didn't send that or similar, we can reference back to tell them exactly what was said or emailed to them. This means we are currently copying everything important to ourselves, thus filling up our inbox when it's not necessary as we only need to look back if it's queried. We get a lot of queries, but no where near enough to warrant the time it would take to copy ourselves/sort our inbox constantly etc.
lisa bartup
