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CRM (Customer Relations Management)

Auto send documents and communicate from a task.

The CRM (Customer Relations Management) module within EBMS is designed to increase efficiency by providing automatic communication options. Sales orders, purchase orders, statements, and proposals can be automatically sent to the customer. E-mails, faxes, and printouts can be automatically generated to send to each customer and vendor that you choose.

Auto Send Documents

Sales orders or invoices are automatically sent as a batch to the customer at the end of the day or sent individually from the sales invoice window. AutoSend accounts receivable statements to all customers who have a balance due or only to customers with overdue invoices. Purchase orders are automatically sent as a batch to the vendor at the end of the day or sent individually from the purchase order window. Auto send time cards and Direct Deposit slips to employees.

Communicate from a Task

Calendar appointments can be created and emails can be sent from the task while interacting with Microsoft Outlook. Maps, directions, and route information can also be quickly accessed.

Features

Send individual documents using EBMS contact data
AutoSend sales orders or invoices directly from the invoice menu
Generate E-mails, faxes, and/or printouts from Sales Orders, Purchase Orders, and Proposals
Conveniently email documents without the extra steps of exporting and attaching each document
Auto send a batch of documents to customers or vendors based on a specific criteria
Send a copy of the sales order or invoice to a customer's office whenever a document is created or processed
Auto send customer statements rather than the traditional method of mailing statements
Send purchase orders directly to a vendor via e-mail
Auto Send proposals and other documents directly from EBMS using the e-mail or fax information within the customer's account
AutoSend customer account information or other customer specific documents to a group of customers
Broadcast price lists or other documents to a group of customers
Create calender appointments from a task
Quickly send emails to related parties of a task
Specify a scheduler which allows meetings to appear on both the scheduler and employee's calenders
Access map, directions, and route info from a task
Search and view all email communication related to a task

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Documentation

CRM (Customer Relations Management)

Auto Send Documents

Communicate from a Task

Features

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