This program generates up to five follow-up email dates for clients with minimal data. The dates are color-coded to reflect their status and avoid weekends or holidays. It simplifies the task of tracking follow-up correspondence.
When a client is selected, the generated dates are color-coded for easy reference. Approaching dates are highlighted, while overdue emails are flagged, allowing you to stay on top of your tasks. The dates for the five follow-up emails are also customizable to suit your needs.
The software includes five template letters for generating emails, all stored in simple text format for easy editing. You can also include a carbon copy address for each email, which is automatically attached. Client data is easily stored in an accessible Microsoft Access file, allowing for convenient use by other programs. All data is stored in one directory, making backup a breeze.
This software allows you to choose the greeting and closing for all letters, allowing for further personalization. After selection, an email is generated from the selected template, greeting, and closing. You can then easily edit the email, if necessary, before sending it on to Outlook.
Overall, this software has streamlined my follow-up email process and saved me countless hours of work. I highly recommend it to anyone looking for an efficient and easy-to-use solution.
Version 12172006: New Release