Table of Contents

Summary

Correspondance includes emails sent from the system and calls notes

Correspondance has links in the system.  For example an email or call note can be recorded related to a transaction (Eg Sales Order or invoice) - this will result in a link to (1) the transaction (2) the company you spoke to (3) the employee who entered the correspondance (4) a contact at the debtor or creditor that was spoke to / emailed

Correspondance may require a follow up.  Flag the correspondance if it requires a follow up, you can optionally assign to a person, set a date and time and also set a priority on the followup.  A master list of followups is available across all entities, more focussed ones are available on debtor and creditor forms (Across all debtors / Creditors).

Follow Up of Correspondance

Any correspondance can be flagged for later followup.  A list of items to follow up makes it easy to stay on top of items that need attention

Follow up across all Leads, Customers or Suppliers

The lead, customer and supplier forms have a Follow up list focussed on only the type of entity being viewed.  

Below is the lead example.

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Correspondance Tab

Items flagged for followup in the correspondance tab will be highlighted

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Capturing emails sent or received into another system or a call record

The correspondance form allows for tracking of emails, phone calls and other transactions (for example sms). 

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Sending emails using actions in the system

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Email of statements - see Customers and the Debtor Card 

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