Wasting time filing emails and
searching swamped inboxes?
Now you can end the chaos.
Every email you send or receive is a filing problem. Every year….
- Every email creates a filing problem! Emails should be filed in client files for a complete
history – not your inbox. - You have to type client data into the email, starting with the subject.
- You have to type the recipient’s email address or use the predictive dropdown to select them — how often is the wrong one selected by mistake? Oops.
- If you didn’t file the email only you know you sent it — not ideal for teamwork and customer service!
- Ms-Word documents have to be manually filed and named.
- If you send letters as PDF attachments, they have to be converted.
- If you “clone” Ms-Word documents (open a previous one and save as a new one) you risk overwriting the original. Oops.
- You need to type client data such as account numbers into the output.