...
Version (Status) | Release Date (Tentative) | Notes |
|---|---|---|
1.10.0 (Testing) | ( ) | Email capability |
1.9.0 (Released) |
| Search and Filter for Prospective FSEs |
1.8.0 (Released) | Add/Edit Prospective FSE | |
1.7.0 (Released) |
| Update Potential Rating |
1.6.0 (Released) |
| Stability and bug fixes |
1.5.0 (Released) |
| New Enquiries |
...
This release will bring the ability to send Email to Franchisee and Prospectives via their respective records directly.
Updates
Franchisee Screen | Prospectives Screen | |||
 |  |  | ||
Clicking on the email address of Franchisee from the contacts details or the send email | button option from the menu in the bottom right hand corner will take you to the send email screen. The Franchisee’s email address will be populated in the “To:” field automatically. | Clicking on the email address of Prospect or the send email button will take you to the send email screen. The Prospect’s email address will be populated in the “To:” field automatically. | ||
...
Send Email screen | Attachments |
 |  |
You can send an email to your Franchisee / Prospects via this screen. The usual fields related to email can be found here. | You can attach multiple files to the email by clicking on the + Attachment section and select the files from your device to attach. |
Templates maintenance
Loading a Template / Access Templates screen | Saving a Template | Delete a Template | |
 |  |  |  |
From the send email screen, you can access the Templates screen by clicking on the “>” button on the Subject field. Select a template from the menu and the contents of the template will be loaded into the send email screen. | You can save the current email as a template by clicking on the save template button. The following can be saved to the template:
| From the Templates screen, you can delete a template by using the delete button. |
...