Vedatrak Online Help

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Mail

The Mail module helps track and organize e-mail, mail and fax correspondence. A correspondence history for each contact is available to all team members. Messages can be grouped or filtered by topic to track specific conversations.

Features

  • Mail Archive
    Since all correspondence with clients, leads and vendors is carried out in Vedatrak, all e-mails, letters and faxes are automatically stored for future reference.

  • Shared Mail
    All correspondence is accessible to each database user.

  • Easy Message Retrieval
    All e-mails, letters and faxes are stored within the contact's card. Messages can by filtered by keyword to track specific conversations.

  • Linked Tasks
    Each message can be associated with a task. A sales rep can assign a task for an assistant to send a newly created fax, for instance.

  • Fax and Letter Templates
    Easily create formatted letters or faxes directly in Vedatrak using the templates provided with the program.

Mail Contents


    
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