By far the most amazing new feature is the full Outlook style functionality, which
now supports incoming emails as well as outgoing.
You now have the ability to assign cardfiles, create jobs etc based on email rules,
and auto link to jobs/quotes etc. There is no need for an external email program!
Templates and Macros
Rules, conditions and actions can be applied to emails. A new email can be
automatically based on a template depending on the type of email being sent.
For example, if emailing a statement automatically use the ‘Statement’ email template.
Email templates also support the use of macros to automatically merge text.
Emails can be tagged to Jim2® objects
(Job etc), and replies etc from that email are automatically related to, and can
be viewed from those objects.
Ticketing and Helpdesk
This more focussed view of email allows the creation of email queues, for example
a service helpdesk, or a sales enquiries queue. In addition, emails sent from Jim2® can be related to one or more objects.
Email Lists are much like other lists within Jim2®
except they are always based on an email folder.
Security can be set at user or group level.