|
By sending your client's Emails through CCD, they are saved
in your client's work log so you have a complete audit trail
of communication with your client. It also saves you time
as you don't have to switch from CCD to Outlook - its done
for you.
Setting up Email
In the 'setup' of CCD is your 'staff list' and within each
person's records is the ability to store their email address
in the 'locations' section. This ensures that CCD knows which
outlook address to use.
In the 'Setup' 'Technical' section you are given the opportunity
to add your own company footer if you have specific wording
that you wish to be attached to the bottom of any outgoing
e-mails. To do so click on 'configure Email footer'
Sending an Email
From the front page of any client's records, having entered
their email address, click on the icon that says 'send mail',
this will first take you through to a face sheet and having
completed your message click on 'send'. This will take you
to the familiar outlook page you are used to for you to modify,
copy colleagues in or add attachments should you wish to.
Once completed all emails will be stored in your client's
work section along with the date and time sent.
Give it a go!
|
The
competition was robust but Quay's Client Care Desktop (CCD)
and Quay Modular Website (QMW) found favour with the judges,
who agreed that the system was best of breed... 
