- Client management
- Vendor management
- Price lists
- Job templates
- Purchase orders for vendors
- Purchase orders from clients
- Job schedule
- CAT tools
- Invoices and payments
- Code lists
- Business activities
- File management
- Print templates
- E-mail templates
- Agency departments
- Web access
- User management
The system can generate emails from pre-defined templates which can be modified. You can use wildcard strings in templates; when generating an email, these are replaced with real data, such as client name, service name, a vendor's email address, etc.
Along with generated emails, the system can automatically generate a PDF file from a selected print template and add it as an appendix to the email. Therefore, it is very easy - actually in just a few clicks - to generate an order email towards a vendor with an appendix in the form of a generated PDF order including its details. The same way of generating emails with appendices can be used for an invoice email, quote email towards a client and other emails.
Which email formats does the system support?
Email templates can be created in HTML or as plain text.
Which email clients does the system support?
The best option is to use MS Outlook, Mozilla Thunderbird or Windows Live email client.
What if we do not use any of these email clients?
No problem. The system features its own client which takes care of sending emails so emails can be sent directly from the system.
When creating an email towards a client or a vendor, is the client's/vendor's preferred language reflected?
Yes. While creating an email, the system selects the email language and template in accordance with the language defined as preferred by the client/vendor in the client/vendor details.
Are all emails from the system sent using an email client?
Not all. For example, bulk emails with an enquiry towards vendors are sent automatically using a service running on the server with no need for user intervention.