Vedatrak Online Help

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

• Mail Detail View
• Mail List View
• Creating New Mail
• Viewing and Editing Mail
• Deleting Mail
• Mail Preferences