Correspondence management is embedded throughout tmXsuite so reclaim control, liberate your people and unlock the true value of your business.
Organised into distinct zones for project, sales & business administration activities, correspondence in tmXsuite is all about collaboration.
All types of communication including email, fax, letter, phone records, documents, purchase orders, contracts
No Surprises
See the full picture
and improve collaboration with
better communication
and agreements integrated and fully searchable making the information you need always available and easy to find.
The tmXsuite General Correspondence module handles all of your general, non-commercial correspondence and finally provides a way of seamlessly integrating a shared repository with important correspondence normally locked away in personal mailboxes.
Key benefits
- Fully integrated with the core tmXsuite filing system, inbound mails can be filed against supplier companies or individuals and any hard-copy communications scanned in and included for a full history
- Filed mails can be then be replied to or forwarded directly from the system instead of having to send and file again from the mailbox
- "Topics" can be set up for tagging to sets of related correspondence and providing further categorisation and facilitation of searching
- Individual topics can be further secured to select readers only, allowing more sensitive communications to be hidden if required
- An optional expiry date on a topic allows the tagged correspondence to be archived, preventing older threads from cluttering up the system and keeping data fresh
- Powerful search tools as well as numerous options for viewing the data means finding what you want quickly; categorise by topic, date, company, show me my correspondence only, plus many others
- Customisable templates prevent duplication of effort and provide an efficient way of sending out "standard letters" and other commonly used notifications