Improved customer emailing and filtering

28 October 2014

Better emailing

Emailing paperwork to your customers just got a little bit smarter; we’ve updated customer email address selection when sending paperwork.

You can now select addresses for your customer from a drop-down selection and email the same paperwork to multiple addresses.

If you enter a new email address, that will be automatically saved for that customer to re-use later.

customer-email-select

Smarter filtering

We’ve also upgraded customer filters in your customers section.

Mr, Mrs, Miss, Mr & Mrs titles are now ignored when filtering by letter. So, filtering by letter now shows you the correct results:

Screen Shot 2014-11-05 at 13.02.57

 

 

 

About the author

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com

More popular articles

Hackable email passwords cause big problems. Let’s keep you safe.

6 February 2019

We’ve crammed 52 extra days into your 2019. You’re welcome.

16 January 2019

How to follow up on quotes and keep new work coming in.

7 January 2019

Freedom from paperwork

YourTradebase – one quick, easy app that frees you from paperwork and lets you get back to the job you love.
Try us free for 14 days.

 

Easy setup • No credit card required • No strings attached