Saturday, October 29, 2011

_changelog OTM Update 5.1 – 2011-10-26



1) Customer e-mail wizard

The new e-mail wizard helps you organize multiple e-mail recipients on the side of the customer. The wizard is available everywhere e-mail is written to customers.

Any number of e-mail addresses can be set up for a customer and commented. The e-mail addresses of all contact persons for a customer can be imported with just a click.

The saved addresses can be inserted in the TO, CC or BCC field automatically or using a convenient selection dialog.

Moreover, general notes can be saved, which are displayed when writing e-mail to customers. This function is useful for showing notes which are not related to the e-mail configuration but which contain information to be considered in the relevant project.

The e-mail addresses and their settings are stored project specifically, i.e. changes in the settings of a project do not change the settings of existing projects. The last e-mail configuration in each case is used as a default for new projects of the customer.

An exception is when sending mail for invoices, partial invoices, payment requests and customer credit notes: the TO, CC and BCC fields must be filled in manually as required.

Here's an example of how it works:
The quotation is sent to the customer’s purchasing department. However, in the rest of the workflow, the original contact for the customer is responsible for matters. Moreover, one or more other persons are to receive CC or BCC copies of e-mail for the project. The invoice for the project is sent to the customer’s bookkeeping department.













2) Extended functionality of customer service pages
An administrator of customer service pages can archive projects of co-workers.

3) Bug fixes and a few improvements of details

No comments: