E-mails created from an activity
It is now easier to send e-mails directly from an open activity. By clicking the Send e-mail button in the activity card, an e-mail opens with the contacts and contact persons linked to the activity already added to the To field. Any documents that are relevant to the activity can easily be attached by clicking the Attachment button.
To access the activity card, select View - Activity - New Activity.
Read more about:
The E-mail Editor in the Program
Bank Account Information
When entering new bank accounts in the contact card, the contact name and invoice address are automatically inserted in the bank account information. When editing existing bank accounts, the name and addresses can now be updated simply by clicking a button. The Account information window is opened by selecting View – Contacts – Contact Management. Open the contact for which bank account information is to be added or edited. On the Other Info. tab, click either the New or Edit button next to the Bank Account field.
You can read more about bank account information here.
Creating mass mailings
The Contact wizard has been improved with more user friendly mail merge functionality. A new option for creating mass mailings via Microsoft Word has been added. By using this option, you will be guided through the process with explanatory text along the way. The Contact wizard can be opened by selecting View – E-mail – Contact Selection.
Read more about:
How to create a new document template
Search/ Filter
When sending mass mailings, it is now even more straightforward to filter the desired recipients, as inactive contact persons are now excluded from the selection.
The Contact wizard can be opened by selecting View – E-mail – Contact Selection.
Project
The Project Module includes the possibility to link contacts to projects that have not yet been saved. In addition, you now have the option to create activities from projects even though the Responsible field is not defined and is set as None.