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

 

 

 

By Adam Austin

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

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