AdminCentreCRM (CEO / Founder, CentreCRM)

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    AdminCentreCRM (CEO / Founder, CentreCRM) shared this idea  · 
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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    HI Kevin, Yes, we just added the envelope icon to indicate that a task has an attached automation. Curious as to why you would want that to be optional?

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    This can be done by creating a stand alone job then a recurring. Obviously it would be nice to have less steps in the process.

    You are asking that as part of the recurring job routine you can create a first job with different dates.

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    Are you thinking or a checkbox to select that say ask for prompt. If selected and you clear task above before the email is sent it either asks you to confirm and then shows what about to go so you can make any last minutes changes

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    10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    Dear Kevin

    We are now working on the copy template. So this should be available shortly

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    Hi Kevin

    Having read your specific requirements, I would recommend that if the information you are requesting is different for each client , you should create fields in either the client or job that can be populated with bespoke records information you need.

    For Instance

    If you create a client field called bookkeeping records, you can enter the bespoke information for that client. You can then add the field to the request template that is send when the recurring job is created.

    The framework of the standard email template is maintained and automation is kept. All that changes is the contents of the field used to populate the mail template.Hope this helps.

    I always try to have as few templates as possible and standardise mail templates. Happy to chat with you at any time you need help or advice.

    Having developed CRM with Jon to meet my own practice needs I have tackled a lot of user issues but always look for feedback from our users to improve the software and usability with the aim of users getting more by doing less.

    Regards

    David

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    Hi Kevin

    My name is David and I am a user of CentreCRM and co founder. I run a practise of 600 clients and have probably encountered most situations within the software.

    The objective with auto emails is that they remove the need to do anything manually and are automated .

    Sending first communication when a job is created
    For instance we use them when an accounts year job is created to send the initial records request.

    Sending a communication when a task is cleared
    i.e. confirmation that you have received clients records or filed a return.

    Sending a communication when the next task become active
    a request for approval or ongoing request for missing information.

    If you want to send bespoke emails then it may be preferable to create fields in the job or client that hold the bespoke content. You can populate a template with any information from clients or jobs fields.

    Manually sending emails

    At any time you can mail merge and send a template from within the job, the email can then be amended.

    Can you elaborate what unique information you wish to populate the email. I can then suggest a way to achieve this or work with our development team to add functionality.

    Regards

    David

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    Hey Kevin,

    You can create a job directly from a template (http://centrecrm.uservoice.com/knowledgebase/articles/405057-job-templates) - this will create a one-off job based on the template, and not a recurring job. (Bear in mind that templates can be used to create one-off jobs and recurring jobs).

    So, once you have created the one-off job from the template, you can tweak it as needed.

    Does that make sense?

    Kind regards,
    Jon

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    Hi Kevin,

    What properties in the job template would you like to review before its created? Just wondering if that is any quicker, then creating the job from the template and immediately editing it?

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    under review  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminCentreCRM (CEO / Founder, CentreCRM) commented  · 

    We are planning apps for smartphones once we have considered users feedback and experiences and completed pipeline developments of the online version.

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