Communication with your Prospects and Customers is key to nurturing relationships. Keeping written communications organized and accessible will help everyone in your organization work well with the contact. When speaking to a contact you want to be informed and prepared. Here are some of the ways we can make that happen.

• The E-mail Center retrieves and organizes all of your e-mail communications and link to the correct contact record.



• Automatic linking when you download e-mails helps prevent the loss of information. The customer pending tab displays the record until you reply or file it. Once you have replied or filed it, then it moves into the history tab.



• Attached files are also handled automatically by linking them under the Linked Documents Tab. Outgoing e-mails are linked in the same way going directly to history. This means you no longer have to search through long lists of e-mails to find the one relating to a particular customer. You do not have to take the time to manually move them to folders.



• E-mail Merging with templates allow multiple forms to be created. Data from the contact record can be merged to the e-mail personalizing it. E-mails can be merged and sent to a group of contacts using filters or groups as a method to isolate subsets of contacts.



• Fax/Print Server: Third party application will automate Fax transmissions in the same way. Simply scheduling an Other Action lets you select a merge form or type a quick memo cover sheet. When you finish it is immediately sent out through the FaxRush Server. As with the e-mail feature, data from the contact records may be merged and distributed using filters and groups. All transmittals are recorded in history and any modifications made to the template document are stored in the history record notes.



• History records are created each time you transmit or print an e-mail, fax, or form there is another method of storing and linking important documents. Under the Links Tab you may link any file that you can browse to in explorer. Usually stored in a network's shared folder these documents are then accessible to all users. GoldMine® saves the path to the document and launches the required application to view it. Many businesses choose to link Quotes, Estimates, Contracts and spreadsheets that are unique to a particular customer. This can also accommodate scanning documents and linking them to comply with legal requirements.



• The Document Management Center keeps all your Fax, Word, Excel and E-mail templates organized for easy access to all users. Each user may have their own list of templates as well as using the public list. This creates one location for easy administration and updates.