Mass Mail Correspondence

Powered by our Query Wizard you can now mass mail correspondence to Customers and Corporates.

This is ideal for making clients aware that storage rates are to be increased from a particular date, or to produce all aged debtor letters, as you select the template you wish to mail. The correspondence history can also be maintained, if you wish.

We will soon be working on a similar ideal, but emailing correspondence instead of printing, so keep your eye out for this enhancement soon.

Conversion Reports

New reports recently added are the conversion reports, yes the ones that tell you just how good your surveyors really are!

Four new reports allow you to produce conversion statistics for the trading company and the surveyor, and not just on quotations but on optional services quoted also.

The reports can just show the statistics, but they can also be detailed too, showing information on the quotations raised for the period in question.

Conversion statistics are shown both as a percentage of the quantity of quotations accepted against the quantity accepted, and as a percentage of the revenues accepted against the revenues quoted.

Enjoy.