Auto send documents and communicate from a task.
In this article
Getting Started | Video Walkthrough | Features | Related Content
Getting Started
The CRM (Customer Relations Management) module is an optional module that contains a collection of features to better enable the use of EBMS for managing communications with customers. In EBMS, the customer record gives the user a lot of information about individual customers. Customer records contain contact details, price levels, invoices, quotes, serialized items, tasks, jobs, and many other details. Annual history tabs for each customer gives the user quick access to invoice and payment history.
The EBMS CRM tools enhances the EBMS task module. These additional features provide an integrated foundation for sales teams and account managers to track and schedule contacts with leads and customers. It also includes the ability to batch send documents like invoices, purchase orders, and proposals to customers, vendors, and employees. Review the Using Tasks for CRM section for more details on using the task module.
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Review AutoSend Overview for more details on emailing and faxing documents.
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Review Contact Management to learn how to identify individuals associated with a particular customer, vendor, and employee.
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Review Send Now and Print Now Tools to create shortcuts within various documents to email or print a document.
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Review Send Email from a Task to send emails to colleagues with task details.
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Review Search Email from a Task to search for emails that have the task number in the subject.
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Review Online Routing and Directions to discover how to get directions to a customer or to create a route for multiple customers based on the tasks of the day.
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Review Mapping to configure customer and company GPS settings for mapping tools.
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Review Creating Calendar Appointments to learn how to create appointments in your default calendar program.
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Review Opening EBMS Hyperlinks from Task Notes to learn how to reference EBMS documents from a task note.
Common use cases
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. (The automated email features in EBMS are called Auto Send.) Automatically send 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 timecards 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.
Video Walkthrough
Features
- Send individual documents using EBMS contact data
- Auto Send sales orders or invoices directly from the invoice menu
- Generate emails, 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 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 email
- Auto Send proposals and other documents directly from EBMS using the email or fax information attached to the customer's account
- Auto Send 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 calendar appointments from a task
- Quickly send emails to related parties for a task
- Specify a scheduler, which allows meetings to appear on both the scheduler and employee's calendars
- Access map, directions, and route info from a task
- Search and view all email communication related to a task
Related Videos and Content
Videos