The Communications Plugin is customer communications software that helps you create and manage form letters. The included word processor lets you easily create forms that will automatically mail-merge client information.
Use your form letters to communicate price changes, new products, collection demands, etc. Use the Form Filler in the communications Plugin to easily create your form letters for groups of customers such as just your monitored clients or just your 120+ days past due clients.
The history tab will show a list of all correspondence created for each client. When you view a client’s account, you will see all documents sent to that client. Double clicking a document in the list will display a copy of the document which you can easily reprint.
The communications Plugin is an invaluable customer communications software tool to easily manage all written communications with your clients.
