Industry Templates Upgrade

For Kit Types:CRM, MCA CRM (iMerchant), BPO, ERP, VoIP, IVR


Here, we are featuring an upgrade to our Industry Templates tool. Two of the auto-generated fields are now optional: the signature, and the attached file containing the application. This upgrade is particularly important for MCA clients who use the iMerchant instance of the BPO Kit, as it allows for users to further customize their communications with merchants. For example, removing the attached application file in an email to a merchant would allow users to instead include an “Apply Now” link in the body of the email.

 

To access Industry Templates, click Tools & Reports, then Management Tools, then Industry Templates. Next to your created templates, there will be two new fields: Include Signature, and Include Attachment.

 

  • If you change Include Signature to False, then your email to the contact won’t include an auto-generated signature, like the one displayed here.
  • If you change Include Attachment to False, then your email to the contact won’t include the application attached as a file.

 

You may click on these true/false fields to change their values, and your changes will be saved immediately.