New Features in Treesoft Crm 7.2

Table of Contents

The new text editor
Corporate identity
variables Properties
The new email editor
Mailing function

The main new features in Treesoft CRM are the newly developed text editor and, based on this, the email, fax, and letter editors. In addition, the mailing function has been ported from Delphi to Qt, which is equivalent to a new development.

The new text editor

The text editor is used to edit all templates and address information, to create introductory and closing texts and text modules for Treesoft ERP, and in the History, Appointment, and Task dialogs to edit memos and in the e-file. It also forms the basis for the email, fax, and letter editor.

Based on the new version 29 of TX Text Control, we have completely redesigned the text editor in Treesoft Office 7.2 in Qt. Use the menu command Master Data > Texts to open the text editor for editing templates for use in the email, fax, or letter editor.

corporate identity

You can design the templates yourself according to your preferences. In addition, the new text editor now allows you to save printer settings in the text templates. Using templates created in this way ensures a consistent corporate identity.

Variable properties

Simply click on a variable to open the Properties dialog box.

Here, for example, you can specify what should happen if the variable is empty. Anyone who has ever created a form letter with Microsoft Word will love the ease of use of the Treesoft Office text editor.

The new email editor

Treesoft CRM is ideal for use as an email server. All emails and mailings in Treesoft are created using the email editor in Treesoft Office and sent using the mailing function implemented therein.

You can even use the button to switch to full-screen mode for editing:

Click the Preview button to switch to preview mode. Treesoft Office will fill in the variables with the corresponding content:

mailing function

In Treesoft Office 7.2, the mailing function was ported from Delphi to Qt. The mailing function in Treesoft Office is extremely powerful. Of course, we ourselves work with Treesoft CRM, and in addition to computer telephony (CTI), the email editor and the mailing function are the most frequently used functions. The following is a brief overview of the scope of the mailing function:

• Direct email
  dispatch Click on the icon for an address, apply the default email template, add text, send, and everything, including a history entry and recording of the time required, is complete.

• Individual email dispatch Select
  the mailing configuration from your favorites or via the Open dialog box, add text if necessary. Attachments such as terms and conditions or offers are automatically added. In addition, an entire workflow with automatic resubmission can be defined.
   
• Multiple email dispatch Select
  mailing configuration, filter addresses, send. The emails are sent and a corresponding history entry is automatically created. The mailings are stored for each address, but the mailing itself is only contained once in the database, which saves a huge amount of storage space.

In the Treesoft CRM upgrade webinar, we will show you everything that is possible, how easy it all is, and how you can optimize your workflows.

Note:
The webinar is also open to customers who do not use Treesoft CRM but would like to see what it can do. It is free of charge for all Software Service Plus Package customers and participants in the Treesoft CAD Version 7.2 upgrade webinar!