The focus of the 8.6 release is on enhancing the functionality of the Exo Business CRM module. This new release contains many incremental changes that will save you time.
One of the time saving features in the new version is the ability to do bulk emails of debtor invoices.
It’s also easy to customise email signatures. Clarity Report Writer now includes an HTML editor, enabling you to build HTML into email templates. You can insert logos and change colours and fonts inside Clarity, no HTML consultant required.
Major new features include:
- Support for Windows 8 and Windows Server 2012.
- Enhancements to the Exo CRM module, including the ability to copy Opportunities, along with various other improvements to Opportunities.
- Enhancements to the mailshot function, including the addition of mailshot functionality to the Invoice Batch Printing window and the ability to drill to Contacts from the Mailshot window.
- A new WYSIWYG HTML editor in Exo Clarity.
- A new set of generic CLE email templates.
- Enhancements to Activities, including the ability to assign an Activity to multiple staff members.
- The ability to report on financial quarters in GL Reports.
You have already paid for version 8.6 via your annual Exo Business license fee. The only extra cost is the consulting time necessary to install it. This varies from customer to customer, so talk to Enprise about it and we’ll tell you how long we think it should take.