The following features and enhancements were included as part of 8.5.0.
Document and email management enhancements
The document and email management functionality has been enhanced.
Merge field selection for batch emails
Insert merge fields to personalize the email message by selecting from a list of available fields. From the Campaigns, Leads, Contacts, and Document Manager workspaces, you can view a list of available merge fields and select and insert merge fields into the body of an email. The merge fields that are available are contextual to the workspace.
Preview batch email before sending it
Preview your batch email before sending it your clients by sending an email to your email account. Any merge fields in the email body and attachments are personalized using information from one of the email recipients.
Use email signature for batch emails
You can create an email signature in NexJ CRM and use it when sending batch emails to your contacts and prospects.
Amend batch email recipients
View and amend the list of selected recipients in the Batch Email dialog.
Lead management enhancements
The lead management functionality has been enhanced.
Exporting and importing call script templates for leads and inbound calls
Call script templates are used to define consistent methods for handling calls in your organization. You can export and import call script templates for leads when you want to move them between instances of NexJ CRM, or when you want to create a backup of a template. You can export and import using
.scm file formats.
You can also export and import call script templates for inbound calls.