April 19th, 2018
Your ConnectBooster portal now has the ability to easily “RESEND” a copy of previously sent system emails!
This feature is great if a client needs another copy, or doesn’t recall seeing the delivery on the 1st time around!
This is done under the Customer Details -> Email History option.
Note: Clicking “Resend” on an invoice delivery email can also include an actual PDF copy of the invoice (based on your Image Data preferences)!
Extra Release note:
Old/in-active/expired agreements are now removed from the customer’s view point!
- If a contract only recently expired or went inactive it will now only show for 30 days from the expiration date.
Want to know if clients are actually opening those emails??
- Check out the “Email Tracking” update here: